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Sage Investment Advisers LLC: GLD position timeline

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

Sage Investment Advisers LLC held 9,334 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,334 shares
    Change vs previous 13F +401 shares

    2.31% of the 13F portfolio, value $3,438,459.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers 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 8,933 shares
    Change vs previous 13F -127 shares

    2.9% of the 13F portfolio, value $3,911,046.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers 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 9,060 shares
    Change vs previous 13F +216 shares

    2.69% of the 13F portfolio, value $3,590,569.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,844 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,149,623.

    13F-HR 0001951757-24-001163 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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