Jamison Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Jamison Private Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Hold	4,302	–	–	0.16%	104
2026 Q1	$1.85M	Buy	4,302 +1	+0%	+$448	0.23%	93
2025 Q4	$1.7M	Hold	4,301	–	–	0.21%	94
2025 Q3	$1.53M	Buy	4,301 +3,555	+477%	+$1.13M	0.19%	98
2025 Q2	$227K	Sell	746 -3,555	-83%	-$1.08M	0.03%	187
2025 Q1	$1.24M	Buy	4,301 +25	+0.6%	+$6.61K	0.19%	97
2024 Q4	$1.04M	Buy	4,276 +3,555	+493%	+$874K	0.15%	105
2024 Q3	$175K	Hold	721	–	–	0.03%	198
2024 Q2	$155K	Hold	721	–	–	0.03%	189
2024 Q1	$148K	Hold	721	–	–	0.03%	192
2023 Q4	$138K	Sell	721 -275	-28%	-$50.4K	0.03%	187
2023 Q3	$171K	Buy	+996	New	+$178K	0.04%	169

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Jamison Private Wealth Management's GLD Position: Q2 2026 in Review

Jamison Private Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 4,302 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #104.

Jamison Private Wealth Management first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q1 2026. 955 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Jamison Private Wealth Management held 4,302 shares of SPDR Gold Trust worth $1.58M as of Q2 2026.
Jamison Private Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.16% of Jamison Private Wealth Management's portfolio in Q2 2026, its #104 holding.
Jamison Private Wealth Management first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's SPDR Gold Trust position peaked at $1.85M in Q1 2026.
955 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.