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Valeo Financial Advisors, LLC: GLD position timeline

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

Valeo Financial Advisors, LLC held 7,620 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,620 shares
    Change vs previous 13F +150 shares

    0.06% of the 13F portfolio, value $2,902,054.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,470 shares
    Change vs previous 13F +280 shares

    0.06% of the 13F portfolio, value $2,751,893.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    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 7,190 shares
    Change vs previous 13F -2,600 shares

    0.07% of the 13F portfolio, value $3,093,793.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,790 shares
    Change vs previous 13F -415 shares

    0.09% of the 13F portfolio, value $3,879,697.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,205 shares
    Change vs previous 13F -2,435 shares

    0.08% of the 13F portfolio, value $3,627,513.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 12,640 shares
    Change vs previous 13F +2,387 shares

    0.09% of the 13F portfolio, value $3,852,990.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    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 10,253 shares
    Change vs previous 13F +1,237 shares

    0.08% of the 13F portfolio, value $2,954,226.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,016 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,182,982.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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