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Disclosery

XML Financial, LLC: GLD position timeline

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

XML Financial, LLC held 42,489 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,489 shares
    Change vs previous 13F -318 shares

    1.14% of the 13F portfolio, value $15,652,235.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 42,807 shares
    Change vs previous 13F +2,695 shares

    1.49% of the 13F portfolio, value $18,419,585.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 40,112 shares
    Change vs previous 13F -1,324 shares

    1.3% of the 13F portfolio, value $15,896,704.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 41,436 shares
    Change vs previous 13F -3,286 shares

    1.2% of the 13F portfolio, value $14,729,379.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 44,722 shares
    Change vs previous 13F +719 shares

    1.18% of the 13F portfolio, value $13,632,727.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 44,003 shares
    Change vs previous 13F +931 shares

    1.18% of the 13F portfolio, value $12,679,005.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 43,072 shares
    Change vs previous 13F +2,495 shares

    0.96% of the 13F portfolio, value $10,429,007.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 40,577 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,862,629.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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