Position in GILD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$748,438
-$35,100 QoQ
Shares Held
5,924
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,206
of 2,266 holders
Holding Since
Mar 2022
17 quarters on record
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Beta Wealth Group, Inc. holds $1,848,861 across 3 Drug Manufacturers - General names. GILD ranks #1 (40.5% of the industry book) .
All Filings in GILD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,438 | 5,924 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $783,538 | 5,622 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $738,894 | 6,020 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $690,198 | 6,218 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $655,906 | 5,916 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $843,512 | 7,528 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $704,136 | 7,623 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $630,560 | 7,521 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $46,971 | 6,719 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $478,029 | 6,526 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $511,173 | 6,310 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $480,065 | 6,406 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $485,618 | 6,301 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $398,256 | 4,800 | Shares | Other | 2023-05-09 | |
| 2022-09-30 | $252,929 | 4,100 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $241,059 | 3,900 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $214,020 | 3,600 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||