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WMG Financial Advisors, LLC: GLD position timeline

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

WMG Financial Advisors, LLC held 2,056 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 2,056 shares
    Change vs previous 13F -9,034 shares

    0.29% of the 13F portfolio, value $757,389.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 11,090 shares
    Change vs previous 13F +3,923 shares

    1.99% of the 13F portfolio, value $4,771,916.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 7,167 shares
    Change vs previous 13F -2,272 shares

    1.17% of the 13F portfolio, value $2,840,354.

    13F-HR 0002085853-26-000115 filed by WMG Financial 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 9,439 shares
    Change vs previous 13F +2,122 shares

    1.12% of the 13F portfolio, value $3,355,281.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 7,317 shares
    Change vs previous 13F +1,755 shares

    0.83% of the 13F portfolio, value $2,230,441.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 5,562 shares
    Change vs previous 13F +218 shares

    0.68% of the 13F portfolio, value $1,602,635.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 5,344 shares
    Change vs previous 13F +851 shares

    0.56% of the 13F portfolio, value $1,293,943.

    13F-HR 0001667731-25-000213 filed by WMG Financial 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 4,493 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,092,069.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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