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Disclosery

Obermeyer Wealth Partners: GLD position timeline

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

Obermeyer Wealth Partners held 11,551 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,551 shares
    Change vs previous 13F -431 shares

    0.17% of the 13F portfolio, value $4,255,157.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 11,982 shares
    Change vs previous 13F +333 shares

    0.24% of the 13F portfolio, value $5,155,735.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 11,649 shares
    Change vs previous 13F -424 shares

    0.21% of the 13F portfolio, value $4,616,615.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 12,073 shares
    Change vs previous 13F -1,085 shares

    0.2% of the 13F portfolio, value $4,291,589.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 13,158 shares
    Change vs previous 13F +1,526 shares

    0.2% of the 13F portfolio, value $4,010,953.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 11,632 shares
    Change vs previous 13F -50 shares

    0.18% of the 13F portfolio, value $3,351,644.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 11,682 shares
    Change vs previous 13F -2,115 shares

    0.15% of the 13F portfolio, value $2,828,563.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,797 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,353,499.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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