Cathy Pareto & Associates’s SPDR Gold Trust GLD Stock Holding History

Cathy Pareto & Associates’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	$426K	Sell	1,157 -200	-15%	-$82.9K	0.25%	61
2026 Q1	$584K	Buy	1,357 +20	+1%	+$8.96K	0.39%	49
2025 Q4	$530K	Hold	1,337	–	–	0.37%	50
2025 Q3	$475K	Hold	1,337	–	–	0.36%	53
2025 Q2	$408K	Sell	1,337 -85	-6%	-$25.7K	0.34%	58
2025 Q1	$410K	Hold	1,422	–	–	0.36%	47
2024 Q4	$344K	Buy	+1,422	New	+$349K	0.32%	59

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cathy Pareto & Associates's GLD Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its SPDR Gold Trust (GLD) stake by 15% in Q2 2026, selling an estimated $82.9K and leaving 1,157 shares worth $426K. The position accounts for 0.25% of the portfolio, ranked #61.

Cathy Pareto & Associates first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Cathy Pareto & Associates held 1,157 shares of SPDR Gold Trust worth $426K as of Q2 2026.
Cathy Pareto & Associates sold 200 SPDR Gold Trust shares in Q2 2026, an estimated $82.9K.
SPDR Gold Trust made up 0.25% of Cathy Pareto & Associates's portfolio in Q2 2026, its #61 holding.
Cathy Pareto & Associates first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's SPDR Gold Trust position peaked at $584K in Q1 2026.
814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.