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Disclosery

Phoenix Financial Ltd.: GLD position timeline

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

Phoenix Financial Ltd. held 19,231 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,231 shares
    Change vs previous 13F +8,735 shares

    0.05% of the 13F portfolio, value $7,084,278.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 10,496 shares
    Change vs previous 13F -19,784 shares

    0.04% of the 13F portfolio, value $4,515,910.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 30,280 shares
    Change vs previous 13F +2,684 shares

    0.13% of the 13F portfolio, value $11,999,788.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 27,596 shares
    Change vs previous 13F -6,539 shares

    0.12% of the 13F portfolio, value $9,809,550.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 34,135 shares
    Change vs previous 13F -15,717 shares

    0.14% of the 13F portfolio, value $10,405,372.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 49,852 shares
    Change vs previous 13F +28,060 shares

    0.22% of the 13F portfolio, value $14,363,676.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 21,792 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,276,036.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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