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Retirement Planning Group, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on GLD, newest first. How the timeline and the estimate are built.

Retirement Planning Group, LLC held 19,614 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,614 shares
    Change vs previous 13F -1,174 shares

    0.18% of the 13F portfolio, value $7,225,546.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,788 shares
    Change vs previous 13F +1,903 shares

    0.28% of the 13F portfolio, value $8,945,002.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,885 shares
    Change vs previous 13F -145 shares

    0.25% of the 13F portfolio, value $7,484,153.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,030 shares
    Change vs previous 13F +5,378 shares

    0.23% of the 13F portfolio, value $6,764,449.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,652 shares
    Change vs previous 13F -1,263 shares

    0.18% of the 13F portfolio, value $4,161,441.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,915 shares
    Change vs previous 13F -429 shares

    0.2% of the 13F portfolio, value $4,297,695.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,344 shares
    Change vs previous 13F -448 shares

    0.19% of the 13F portfolio, value $3,715,170.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,792 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,838,331.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).