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Valmark Advisers, Inc.: GLD position timeline

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

Valmark Advisers, Inc. held 8,208 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,208 shares
    Change vs previous 13F +1,122 shares

    0.03% of the 13F portfolio, value $3,023,663.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, 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 7,086 shares
    Change vs previous 13F +1,286 shares

    0.04% of the 13F portfolio, value $3,049,035.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, 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 5,800 shares
    Change vs previous 13F +47 shares

    0.03% of the 13F portfolio, value $2,298,598.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, 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 5,753 shares
    Change vs previous 13F -7,176 shares

    0.03% of the 13F portfolio, value $2,045,019.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, 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 12,929 shares
    Change vs previous 13F +7,317 shares

    0.05% of the 13F portfolio, value $3,941,147.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, 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 5,612 shares
    Change vs previous 13F -494 shares

    0.02% of the 13F portfolio, value $1,617,042.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, 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 6,106 shares
    Change vs previous 13F -693 shares

    0.02% of the 13F portfolio, value $1,478,446.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, 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 6,799 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,652,565.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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