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Disclosery

United Asset Strategies, Inc.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on GLD, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 14,664 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,664 shares
    Change vs previous 13F -5,099 shares

    0.38% of the 13F portfolio, value $5,401,801.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    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 19,763 shares
    Change vs previous 13F -119 shares

    0.68% of the 13F portfolio, value $8,503,678.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    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 19,882 shares
    Change vs previous 13F -11,254 shares

    0.61% of the 13F portfolio, value $7,879,303.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    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 31,136 shares
    Change vs previous 13F -245 shares

    0.89% of the 13F portfolio, value $11,067,795.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    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 31,381 shares
    Change vs previous 13F -27,581 shares

    0.82% of the 13F portfolio, value $9,565,842.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    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 58,962 shares
    Change vs previous 13F -27,256 shares

    1.58% of the 13F portfolio, value $16,989,284.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    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 86,218 shares
    Change vs previous 13F +922 shares

    1.92% of the 13F portfolio, value $20,875,942.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    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 85,296 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $20,732,023.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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