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WADE G W & INC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WADE G W & INC on GLD, newest first. How the timeline and the estimate are built.

WADE G W & INC held 64,883 GLD shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 64,883 shares
    Change vs previous 13F -3,877 shares

    0.4% of the 13F portfolio, value $12,404,000.

    13F-HR 0001580642-24-000847 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 68,760 shares
    Change vs previous 13F -67 shares

    0.44% of the 13F portfolio, value $11,789,000.

    13F-HR 0001580642-23-006128 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 68,827 shares
    Change vs previous 13F +2,418 shares

    0.45% of the 13F portfolio, value $12,270,000.

    13F-HR 0001580642-23-004170 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 66,409 shares
    Change vs previous 13F +27 shares

    0.47% of the 13F portfolio, value $12,167,000.

    13F-HR 0001580642-23-002645 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 66,382 shares
    Change vs previous 13F +513 shares

    0.46% of the 13F portfolio, value $11,261,000.

    13F-HR 0001580642-23-000803 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 65,869 shares
    Change vs previous 13F -12,250 shares

    0.5% of the 13F portfolio, value $10,188,000.

    13F-HR 0001580642-22-005737 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 78,119 shares
    Change vs previous 13F +66 shares

    0.6% of the 13F portfolio, value $13,160,000.

    13F-HR 0001580642-22-003989 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 78,053 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $14,100,000.

    13F-HR 0001580642-22-002717 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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