SOA Wealth Advisors, LLC.: GLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on GLD, newest first. How the timeline and the estimate are built.
SOA Wealth Advisors, LLC. held 397 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 397 sharesChange vs previous 13F -57 shares
0.02% of the 13F portfolio, value $146,247.
13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 454 sharesChange vs previous 13F -1 shares
0.04% of the 13F portfolio, value $195,352.
13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 455 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $180,321.
13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 455 sharesChange vs previous 13F +243 shares
0.03% of the 13F portfolio, value $161,739.
13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 212 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $64,624.
13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 212 sharesChange vs previous 13F -10 shares
0.01% of the 13F portfolio, value $61,086.
13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 222 sharesChange vs previous 13F +28 shares
0.01% of the 13F portfolio, value $53,753.
13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 194 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $47,154.
13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).