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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paragon Financial Partners's GLD Position: Q1 2026 in Review

Paragon Financial Partners reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q1 2026, selling an estimated $22.4K and leaving 2,526 shares worth $1.12M. The position accounts for 0.64% of the portfolio, ranked #26.

Paragon Financial Partners first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Paragon Financial Partners held 2,526 shares of SPDR Gold Trust worth $1.12M as of Q1 2026.
Paragon Financial Partners sold 50 SPDR Gold Trust shares in Q1 2026, an estimated $22.4K.
SPDR Gold Trust made up 0.64% of Paragon Financial Partners's portfolio in Q1 2026, its #26 holding.
Paragon Financial Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.