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Disclosery

Sharp Wealth Advisory, LLC: GLD position timeline

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

Sharp Wealth Advisory, LLC held 28,321 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,321 shares
    Change vs previous 13F +890 shares

    4.83% of the 13F portfolio, value $10,432,890.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 27,431 shares
    Change vs previous 13F +45 shares

    5.83% of the 13F portfolio, value $11,803,285.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 27,386 shares
    Change vs previous 13F +219 shares

    5.46% of the 13F portfolio, value $10,853,346.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 27,167 shares
    Change vs previous 13F +2,761 shares

    5.25% of the 13F portfolio, value $9,657,053.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 24,406 shares
    Change vs previous 13F +2,195 shares

    4.8% of the 13F portfolio, value $7,439,681.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 22,211 shares
    Change vs previous 13F +196 shares

    4.9% of the 13F portfolio, value $6,399,878.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 22,015 shares
    Change vs previous 13F +383 shares

    4.05% of the 13F portfolio, value $5,330,492.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 21,632 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $5,257,874.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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