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Steward Partners Investment Advisory, LLC: GLD position timeline

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

Steward Partners Investment Advisory, LLC held 362,426 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,426 shares
    Change vs previous 13F -262,847 shares

    0.68% of the 13F portfolio, value $133,510,625.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 625,273 shares
    Change vs previous 13F +34,384 shares

    1.37% of the 13F portfolio, value $269,048,365.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 590,889 shares
    Change vs previous 13F -32,705 shares

    1.28% of the 13F portfolio, value $234,175,107.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 623,594 shares
    Change vs previous 13F +444,085 shares

    1.27% of the 13F portfolio, value $221,668,900.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 179,509 shares
    Change vs previous 13F +25,988 shares

    0.43% of the 13F portfolio, value $54,719,759.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 153,521 shares
    Change vs previous 13F +540 shares

    0.39% of the 13F portfolio, value $44,235,541.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 152,981 shares
    Change vs previous 13F +2,851 shares

    0.33% of the 13F portfolio, value $37,041,289.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment 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 150,130 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $36,490,598.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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