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Focus Partners Wealth: GLD position timeline

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

Focus Partners Wealth held 442,943 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 442,943 shares
    Change vs previous 13F -16,005 shares

    0.15% of the 13F portfolio, value $163,171,709.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 431,530 shares
    • Focus Partners Advisor Solutions, LLC: 11,413 shares

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

  2. period ended2026-03-31
    13F 458,948 shares
    Change vs previous 13F -3,882 shares

    0.2% of the 13F portfolio, value $197,500,223.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 448,597 shares
    • Focus Partners Advisor Solutions, LLC: 10,351 shares

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

  3. period ended2025-12-31
    13F 462,830 shares
    Change vs previous 13F +14,493 shares

    0.19% of the 13F portfolio, value $183,244,445.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 458,947 shares
    • Focus Partners Advisor Solutions, LLC: 3,883 shares

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

  4. period ended2025-09-30
    13F 448,337 shares
    Change vs previous 13F +77,114 shares

    0.23% of the 13F portfolio, value $161,448,440.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 436,460 shares
    • Focus Partners Advisor Solutions, LLC: 11,877 shares

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

  5. period ended2025-06-30
    13F 371,223 shares
    Change vs previous 13F +66,890 shares

    0.21% of the 13F portfolio, value $113,159,770.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 361,443 shares
    • Focus Partners Advisor Solutions, LLC: 9,780 shares

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

  6. period ended2025-03-31
    13F/A 304,333 shares
    Change vs previous 13F -103,983 shares

    0.19% of the 13F portfolio, value $87,690,430.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 293,937 shares
    • Focus Partners Advisor Solutions, LLC: 10,396 shares

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

  7. period ended2024-12-31
    13F/A 408,316 shares
    Change vs previous 13F +149,553 shares

    0.22% of the 13F portfolio, value $98,865,388.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 388,247 shares
    • Focus Partners Advisor Solutions, LLC: 20,069 shares

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

  8. period ended2024-09-30
    13F 258,763 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $62,801,534.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 250,106 shares
    • Focus Partners Advisor Solutions, LLC: 8,657 shares

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