Goldstone Financial Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2040021
OAKBROOK TERRACE, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$411,643
+$116,591 QoQ
Shares Held
788
+23.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#923
of 1,434 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,643 | 788 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $295,052 | 637 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $306,123 | 637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $249,955 | 539 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $237,510 | 539 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $223,376 | 532 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $227,642 | 535 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $907,879 | 2,409 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $280,018 | 836 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||