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Wingate Wealth Advisors, Inc.: GLD position timeline

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

Wingate Wealth Advisors, Inc. held 3,545 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,545 shares
    Change vs previous 13F +5 shares

    0.58% of the 13F portfolio, value $1,305,907.

    13F-HR 0002041800-26-000004 filed by Wingate Wealth 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 3,540 shares
    Change vs previous 13F -477 shares

    0.81% of the 13F portfolio, value $1,523,227.

    13F-HR 0002041800-26-000002 filed by Wingate Wealth 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 4,017 shares
    Change vs previous 13F +141 shares

    0.89% of the 13F portfolio, value $1,591,977.

    13F-HR 0002041800-26-000001 filed by Wingate Wealth 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 3,876 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,377,802.

    13F-HR 0002041800-25-000005 filed by Wingate Wealth 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 3,876 shares
    Change vs previous 13F -194 shares

    1.05% of the 13F portfolio, value $1,181,521.

    13F-HR 0002041800-25-000004 filed by Wingate Wealth 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 4,070 shares
    Change vs previous 13F +207 shares

    1.35% of the 13F portfolio, value $1,172,730.

    13F-HR 0002041800-25-000003 filed by Wingate Wealth 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 3,863 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $935,348.

    13F-HR 0002041800-25-000001 filed by Wingate Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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