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Disclosery

Wells Financial Advisors INC: GLD position timeline

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

Wells Financial Advisors INC held 2,224 GLD 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 2,224 shares
    Change vs previous 13F -2,146 shares

    7.6% of the 13F portfolio, value $819,277.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 4,370 shares
    Change vs previous 13F -5,523 shares

    8.55% of the 13F portfolio, value $1,880,367.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 9,893 shares
    Change vs previous 13F -2,899 shares

    7.45% of the 13F portfolio, value $3,920,695.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 12,792 shares
    Change vs previous 13F -229 shares

    6.09% of the 13F portfolio, value $4,547,172.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 13,021 shares
    Change vs previous 13F -1,419 shares

    5.45% of the 13F portfolio, value $3,969,191.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 14,440 shares
    Change vs previous 13F +1,109 shares

    5.74% of the 13F portfolio, value $4,160,742.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 13,331 shares
    Change vs previous 13F -431 shares

    4.4% of the 13F portfolio, value $3,227,835.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 13,762 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $3,344,992.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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