Paragon Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Paragon Financial Partners’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	$960K	Buy	2,585 +59	+2%	+$24.4K	0.51%	33
2026 Q1	$1.12M	Sell	2,526 -50	-2%	-$22.4K	0.64%	26
2025 Q4	$1.02M	Hold	2,576	–	–	0.63%	28
2025 Q3	$916K	Hold	2,576	–	–	0.58%	30
2025 Q2	$785K	Buy	2,576 +31	+1%	+$9.39K	0.54%	29
2025 Q1	$733K	Hold	2,545	–	–	0.57%	29
2024 Q4	$616K	Sell	2,545 -292	-10%	-$71.8K	0.46%	31
2024 Q3	$690K	Buy	2,837 +81	+3%	+$18.5K	0.51%	36
2024 Q2	$593K	Hold	2,756	–	–	0.46%	38
2024 Q1	$567K	Buy	2,756 +150	+6%	+$28.8K	0.47%	38
2023 Q4	$498K	Sell	2,606 -1,125	-30%	-$206K	0.48%	36
2023 Q3	$640K	Hold	3,731	–	–	0.66%	28
2023 Q2	$665K	Hold	3,731	–	–	0.63%	27
2023 Q1	$684K	Sell	3,731 -80	-2%	-$14.1K	0.72%	23
2022 Q4	$646K	Hold	3,811	–	–	0.72%	24
2022 Q3	$589K	Hold	3,811	–	–	0.66%	26
2022 Q2	$642K	Hold	3,811	–	–	0.66%	25
2022 Q1	$688K	Hold	3,811	–	–	0.6%	28
2021 Q4	$652K	Buy	+3,811	New	+$640K	0.54%	35

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Paragon Financial Partners's GLD Position: Q2 2026 in Review

Paragon Financial Partners increased its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,585 shares worth $960K. The position accounts for 0.51% of the portfolio, ranked #33.

Paragon Financial Partners first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Paragon Financial Partners held 2,585 shares of SPDR Gold Trust worth $960K as of Q2 2026.
Paragon Financial Partners bought 59 SPDR Gold Trust shares in Q2 2026, an estimated $24.4K.
SPDR Gold Trust made up 0.51% of Paragon Financial Partners's portfolio in Q2 2026, its #33 holding.
Paragon Financial Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's SPDR Gold Trust position peaked at $1.12M in Q1 2026.
3,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.