Taylor & Morgan Wealth Management, LLC: GLD position timeline

Taylor & Morgan Wealth Management, LLC held 9,005 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 9,005 shares

   Change vs previous 13F -160 shares

   1.65% of the 13F portfolio, value $3,429,464.

   13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
   Accepted 2026-10-09 12:45:40 UTC, ingested 2026-10-09 12:46:55 UTC

2. period ended2026-06-30

   13F 9,165 shares

   Change vs previous 13F 0 shares

   1.66% of the 13F portfolio, value $3,376,203.

   13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 9,165 shares

   Change vs previous 13F -70 shares

   2.25% of the 13F portfolio, value $3,943,608.

   13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 9,235 shares

   Change vs previous 13F +6,163 shares

   2.05% of the 13F portfolio, value $3,659,923.

   13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 3,072 shares

   Change vs previous 13F -27 shares

   0.67% of the 13F portfolio, value $1,092,004.

   13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 3,099 shares

   Change vs previous 13F +230 shares

   0.64% of the 13F portfolio, value $944,668.

   13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 2,869 shares

   Change vs previous 13F -50 shares

   0.62% of the 13F portfolio, value $826,674.

   13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 2,919 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $706,777.

   13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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