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Perissos Private Wealth Management, LLC: GLD position timeline

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

Perissos Private Wealth Management, LLC held 0 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,360 shares

    13F-HR 0002023071-26-000003 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,360 shares
    Change vs previous 13F -9,652 shares

    3.87% of the 13F portfolio, value $4,457,804.

    13F-HR 0002023071-26-000002 filed by Perissos Private 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 20,012 shares
    Change vs previous 13F +2,576 shares

    6.84% of the 13F portfolio, value $7,930,956.

    13F-HR 0002023071-26-000001 filed by Perissos Private 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 17,436 shares
    Change vs previous 13F +6,550 shares

    4.51% of the 13F portfolio, value $6,197,975.

    13F-HR 0002023071-25-000006 filed by Perissos Private 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 10,886 shares
    Change vs previous 13F -10,976 shares

    2.62% of the 13F portfolio, value $3,318,379.

    13F-HR 0002023071-25-000004 filed by Perissos Private 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 21,862 shares
    Change vs previous 13F +9,184 shares

    5.74% of the 13F portfolio, value $6,299,317.

    13F-HR 0002023071-25-000002 filed by Perissos Private 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 12,678 shares
    Change vs previous 13F -358 shares

    2.29% of the 13F portfolio, value $3,069,724.

    13F-HR 0002023071-25-000001 filed by Perissos Private 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 13,036 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $3,168,530.

    13F-HR 0002023071-24-000005 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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