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Disclosery

Waldron Private Wealth LLC: GLD position timeline

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

Waldron Private Wealth LLC held 4,040 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,040 shares
    Change vs previous 13F -249 shares

    0.05% of the 13F portfolio, value $1,488,254.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
    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 4,289 shares
    Change vs previous 13F +239 shares

    0.07% of the 13F portfolio, value $1,845,514.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
    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 4,050 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $1,605,056.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,049 shares
    Change vs previous 13F +900 shares

    0.06% of the 13F portfolio, value $1,439,297.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,149 shares
    Change vs previous 13F +343 shares

    0.04% of the 13F portfolio, value $959,911.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,806 shares
    Change vs previous 13F +40 shares

    0.04% of the 13F portfolio, value $808,520.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
    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 2,766 shares
    Change vs previous 13F +186 shares

    0.03% of the 13F portfolio, value $669,731.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,580 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $627,096.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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