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Disclosery

waypoint wealth counsel: GLD position timeline

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

waypoint wealth counsel held 20,710 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,710 shares
    Change vs previous 13F -2,178 shares

    4.78% of the 13F portfolio, value $7,629,315.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 22,888 shares
    Change vs previous 13F -4,400 shares

    5.09% of the 13F portfolio, value $9,848,281.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 27,288 shares
    Change vs previous 13F -979 shares

    3.97% of the 13F portfolio, value $10,814,688.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 28,267 shares
    Change vs previous 13F -586 shares

    3.97% of the 13F portfolio, value $10,048,006.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 28,853 shares
    Change vs previous 13F +101 shares

    4.36% of the 13F portfolio, value $8,795,281.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 28,752 shares
    Change vs previous 13F +596 shares

    5.2% of the 13F portfolio, value $8,284,621.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 28,156 shares
    Change vs previous 13F -289 shares

    4.45% of the 13F portfolio, value $6,817,429.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 28,445 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $6,913,866.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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