Skip to content
Disclosery

WCG Wealth Advisors LLC: GLD position timeline

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

WCG Wealth Advisors LLC held 23,930 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,930 shares
    Change vs previous 13F +2,743 shares

    0.21% of the 13F portfolio, value $8,815,171.

    13F-HR 0001855713-26-000006 filed by WCG 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 21,187 shares
    Change vs previous 13F +559 shares

    0.26% of the 13F portfolio, value $9,116,342.

    13F-HR 0001855713-26-000004 filed by WCG 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 20,628 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,174,896.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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