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Kestra Advisory Services, LLC: GLD position timeline

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

Kestra Advisory Services, LLC held 468,121 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,121 shares
    Change vs previous 13F -65,084 shares

    0.38% of the 13F portfolio, value $172,446,599.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,584 shares
    • Kestra Advisory Services, LLC: 366,268 shares
    • Kestra Investment Management, LLC: 1,269 shares

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

  2. period ended2026-03-31
    13F 533,205 shares
    Change vs previous 13F +43,525 shares

    0.57% of the 13F portfolio, value $229,432,700.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 104,516 shares
    • Kestra Advisory Services, LLC: 427,919 shares
    • Kestra Investment Management, LLC: 770 shares

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

  3. period ended2025-12-31
    13F 489,680 shares
    Change vs previous 13F +17,659 shares

    0.53% of the 13F portfolio, value $194,065,160.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 106,866 shares
    • Kestra Advisory Services, LLC: 381,799 shares
    • Kestra Investment Management, LLC: 1,015 shares

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

  4. period ended2025-09-30
    13F 472,021 shares
    Change vs previous 13F +45,593 shares

    0.51% of the 13F portfolio, value $167,789,368.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 109,586 shares
    • Kestra Advisory Services, LLC: 361,542 shares
    • Kestra Investment Management, LLC: 893 shares

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

  5. period ended2025-06-30
    13F/A 426,428 shares
    Change vs previous 13F +20,480 shares

    0.42% of the 13F portfolio, value $129,988,091.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 107,078 shares
    • Kestra Advisory Services, LLC: 318,386 shares
    • Kestra Investment Management, LLC: 964 shares

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

  6. period ended2025-03-31
    13F/A 405,948 shares
    Change vs previous 13F +51,284 shares

    0.39% of the 13F portfolio, value $116,969,857.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 114,759 shares
    • Kestra Advisory Services, LLC: 290,454 shares
    • Kestra Investment Management, LLC: 735 shares

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

  7. period ended2024-12-31
    13F 354,664 shares
    Change vs previous 13F +20,894 shares

    0.32% of the 13F portfolio, value $85,874,794.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 102,093 shares
    • Kestra Advisory Services, LLC: 251,933 shares
    • Kestra Investment Management, LLC: 638 shares

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

  8. period ended2024-09-30
    13F 333,770 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $81,126,160.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 101,125 shares
    • Kestra Advisory Services, LLC: 232,645 shares

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