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Disclosery

Sargent Investment Group, LLC: GLDM position timeline

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

Sargent Investment Group, LLC held 24,507 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,507 shares
    Change vs previous 13F +882 shares

    0.23% of the 13F portfolio, value $1,946,346.

    13F-HR 0001765380-26-000337 filed by Sargent Investment 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 23,625 shares
    Change vs previous 13F +235 shares

    0.29% of the 13F portfolio, value $2,189,801.

    13F-HR 0001765380-26-000194 filed by Sargent Investment 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 23,390 shares
    Change vs previous 13F -910 shares

    0.25% of the 13F portfolio, value $1,996,804.

    13F-HR 0001766157-26-000001 filed by Sargent Investment 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 24,300 shares
    Change vs previous 13F +675 shares

    0.26% of the 13F portfolio, value $1,857,735.

    13F-HR 0001766157-25-000005 filed by Sargent Investment 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 23,625 shares
    Change vs previous 13F -4,105 shares

    0.21% of the 13F portfolio, value $1,577,441.

    13F-HR 0001765380-25-000374 filed by Sargent Investment 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 27,730 shares
    Change vs previous 13F +4,715 shares

    0.27% of the 13F portfolio, value $1,716,210.

    13F-HR 0001951757-25-000503 filed by Sargent Investment 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 23,015 shares
    Change vs previous 13F +4,000 shares

    0.2% of the 13F portfolio, value $1,213,581.

    13F-HR 0001951757-25-000136 filed by Sargent Investment 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 19,015 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $991,252.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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