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TRUE Private Wealth Advisors: GLD position timeline

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

TRUE Private Wealth Advisors held 14,289 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,289 shares
    Change vs previous 13F +235 shares

    0.45% of the 13F portfolio, value $5,263,749.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 14,054 shares
    Change vs previous 13F -2,986 shares

    0.58% of the 13F portfolio, value $6,047,326.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 17,040 shares
    Change vs previous 13F +1,432 shares

    0.68% of the 13F portfolio, value $6,753,191.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 15,608 shares
    Change vs previous 13F +743 shares

    0.57% of the 13F portfolio, value $5,548,341.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 14,865 shares
    Change vs previous 13F +482 shares

    0.51% of the 13F portfolio, value $4,531,229.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 14,383 shares
    Change vs previous 13F -496 shares

    0.5% of the 13F portfolio, value $4,144,180.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 14,879 shares
    Change vs previous 13F +301 shares

    0.44% of the 13F portfolio, value $3,602,865.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 14,578 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,543,541.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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