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Diversify Advisory Services, LLC: GLD position timeline

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

Diversify Advisory Services, LLC held 75,258 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,258 shares
    Change vs previous 13F -15,788 shares

    0.24% of the 13F portfolio, value $28,193,848.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 37,629 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 37,629 shares

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

  2. period ended2026-03-31
    13F 91,046 shares
    Change vs previous 13F -110,189 shares

    0.61% of the 13F portfolio, value $38,003,514.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 658 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 90,388 shares

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

  3. period ended2025-12-31
    13F 201,235 shares
    Change vs previous 13F +1,307 shares

    1.6% of the 13F portfolio, value $84,779,083.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 198,084 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,151 shares

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

  4. period ended2025-09-30
    13F 199,928 shares
    Change vs previous 13F -49,210 shares

    1.56% of the 13F portfolio, value $73,729,346.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 196,783 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,145 shares

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

  5. period ended2025-06-30
    13F 249,138 shares
    Change vs previous 13F -21,678 shares

    1.81% of the 13F portfolio, value $76,801,839.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 245,968 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,170 shares

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

  6. period ended2025-03-31
    13F 270,816 shares
    Change vs previous 13F +28,691 shares

    2.81% of the 13F portfolio, value $82,885,937.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 267,648 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,168 shares

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

  7. period ended2024-12-31
    13F 242,125 shares
    Change vs previous 13F +195,772 shares

    1.94% of the 13F portfolio, value $60,097,842.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 239,355 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,770 shares

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

  8. period ended2024-09-30
    13F 46,353 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,762,746.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 43,835 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,518 shares

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