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GREAT VALLEY ADVISOR GROUP, INC.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on GLD, newest first. How the timeline and the estimate are built.

GREAT VALLEY ADVISOR GROUP, INC. held 30,829 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 30,829 shares
    Change vs previous 13F -1,388 shares

    0.18% of the 13F portfolio, value $11,356,652.

    13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 32,217 shares
    Change vs previous 13F -1,732 shares

    0.25% of the 13F portfolio, value $13,863,073.

    13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 33,949 shares
    Change vs previous 13F +2,092 shares

    0.26% of the 13F portfolio, value $13,454,200.

    13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 31,857 shares
    Change vs previous 13F +2,314 shares

    0.23% of the 13F portfolio, value $11,324,384.

    13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 29,543 shares
    Change vs previous 13F -5,455 shares

    0.2% of the 13F portfolio, value $9,005,799.

    13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 34,998 shares
    Change vs previous 13F -133 shares

    0.22% of the 13F portfolio, value $10,084,037.

    13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 35,131 shares
    Change vs previous 13F -3,973 shares

    0.19% of the 13F portfolio, value $8,506,381.

    13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
    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 39,104 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,504,587.

    13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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