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Concurrent Investment Advisors, LLC: GLD position timeline

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

Concurrent Investment Advisors, LLC held 138,305 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,305 shares
    Change vs previous 13F -108,933 shares

    0.44% of the 13F portfolio, value $50,948,725.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment 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 247,238 shares
    Change vs previous 13F +108,077 shares

    1.16% of the 13F portfolio, value $106,384,002.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment 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 139,161 shares
    Change vs previous 13F +8,993 shares

    0.63% of the 13F portfolio, value $55,150,746.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment 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 130,168 shares
    Change vs previous 13F -4,475 shares

    0.8% of the 13F portfolio, value $46,270,877.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment 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 134,643 shares
    Change vs previous 13F +39,539 shares

    0.8% of the 13F portfolio, value $41,043,328.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment 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 95,104 shares
    Change vs previous 13F +15,268 shares

    0.67% of the 13F portfolio, value $27,403,144.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment 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 79,836 shares
    Change vs previous 13F -1,039 shares

    0.52% of the 13F portfolio, value $19,330,667.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment 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 80,875 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $19,657,441.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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