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Perigon Wealth Management, LLC: GLD position timeline

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

Perigon Wealth Management, LLC held 145,838 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,838 shares
    Change vs previous 13F +24,745 shares

    0.85% of the 13F portfolio, value $53,723,686.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
    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 121,093 shares
    Change vs previous 13F -17,945 shares

    0.95% of the 13F portfolio, value $52,105,239.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
    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 139,038 shares
    Change vs previous 13F +64,964 shares

    0.99% of the 13F portfolio, value $55,102,104.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    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 74,074 shares
    Change vs previous 13F +16,814 shares

    0.54% of the 13F portfolio, value $26,331,079.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
    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 57,260 shares
    Change vs previous 13F -2,152 shares

    0.41% of the 13F portfolio, value $17,454,489.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
    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 59,412 shares
    Change vs previous 13F -6,813 shares

    0.44% of the 13F portfolio, value $17,119,035.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
    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 66,225 shares
    Change vs previous 13F +5,516 shares

    0.41% of the 13F portfolio, value $16,596,059.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
    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 60,709 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $14,755,982.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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