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Disclosery

Unified Investment Management: GLD position timeline

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

Unified Investment Management held 1,577 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,577 shares
    Change vs previous 13F +479 shares

    0.54% of the 13F portfolio, value $600,585.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,098 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $404,481.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,098 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $472,458.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,098 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $435,148.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,098 shares
    Change vs previous 13F +175 shares

    0.39% of the 13F portfolio, value $390,306.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 923 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $281,358.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 923 shares
    Change vs previous 13F -225 shares

    0.31% of the 13F portfolio, value $265,953.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,148 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $277,965.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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