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Jamison Private Wealth Management, Inc.

SEC CIK
0002006637
Latest filing
Jul 16, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Jamison Private Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
4,302
Value
$1.58M
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of GLD by Jamison Private Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,302$1.58M0.2%00.0%UnchangedHolders
Q1 20264,302$1.85M0.2%+10.0%AddedHolders
Q4 20254,301$1.70M0.2%00.0%UnchangedHolders
Q3 20254,301$1.53M0.2%+3,555+476.5%AddedHolders
Q2 2025746$227.4K<0.1%−3,555−82.7%ReducedHolders
Q1 20254,301$1.24M0.2%+25+0.6%AddedHolders
Q4 20244,276$1.04M0.2%+3,555+493.1%AddedHolders
Q3 2024721$175.2K<0.1%00.0%UnchangedHolders
Q2 2024721$155.0K<0.1%00.0%UnchangedHolders
Q1 2024721$148.3K<0.1%00.0%UnchangedHolders
Q4 2023721$137.8K<0.1%−275−27.6%ReducedHolders
Q3 2023996$170.8K<0.1%–No prior filingHolders