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Warren Street Wealth Advisors, LLC: GLDM position timeline

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

Warren Street Wealth Advisors, LLC held 162,858 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,858 shares
    Change vs previous 13F +6,685 shares

    2.92% of the 13F portfolio, value $12,934,182.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, 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 156,173 shares
    Change vs previous 13F -36,817 shares

    3.7% of the 13F portfolio, value $14,475,675.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth 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 ended2025-12-31
    13F 192,990 shares
    Change vs previous 13F -5,139 shares

    4.73% of the 13F portfolio, value $16,475,556.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth 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 ended2025-09-30
    13F 198,129 shares
    Change vs previous 13F -45,063 shares

    4.54% of the 13F portfolio, value $15,146,962.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth 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 ended2025-06-30
    13F 243,192 shares
    Change vs previous 13F +4,891 shares

    5.28% of the 13F portfolio, value $15,933,940.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth 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 ended2025-03-31
    13F 238,301 shares
    Change vs previous 13F +4,341 shares

    5.78% of the 13F portfolio, value $14,748,449.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth 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 ended2024-12-31
    13F 233,960 shares
    Change vs previous 13F +3,649 shares

    4.99% of the 13F portfolio, value $12,163,580.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth 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 ended2024-09-30
    13F 230,311 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $12,006,086.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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