Parisi Gray Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Parisi Gray Wealth Management’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	$567K	Hold	1,540	–	–	0.12%	90
2026 Q1	$663K	Buy	1,540 +1	+0.1%	+$448	0.16%	82
2025 Q4	$610K	Hold	1,539	–	–	0.14%	79
2025 Q3	$547K	Buy	1,539 +2	+0.1%	+$637	0.14%	80
2025 Q2	$469K	Buy	+1,537	New	+$465K	0.13%	83
2021 Q4	–	Sell	-1,539	Closed	-$253K	–	131
2021 Q3	$253K	Sell	1,539 -23,416	-94%	-$3.92M	0.1%	110
2021 Q2	$4.13M	Sell	24,955 -327	-1%	-$55.6K	1.51%	11
2021 Q1	$4.04M	Sell	25,282 -186	-0.7%	-$31.3K	1.69%	12
2020 Q4	$4.54M	Sell	25,468 -172	-0.7%	-$30.3K	2.01%	10
2020 Q3	$4.54M	Buy	+25,640	New	+$4.61M	2.36%	10
2019 Q2	–	Sell	-112	Closed	-$14K	–	233
2019 Q1	$14K	Buy	112 +33	+42%	+$4.07K	0.01%	345
2018 Q4	$10K	Hold	79	–	–	0.01%	386
2018 Q3	$9K	Sell	79 -599	-88%	-$68.7K	0.01%	419
2018 Q2	$81K	Sell	678 -20	-3%	-$2.48K	0.05%	163
2018 Q1	$88K	Hold	698	–	–	0.07%	143
2017 Q4	$87K	Buy	+698	New	+$84.6K	0.06%	151

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

Parisi Gray Wealth Management's GLD Position: Q2 2026 in Review

Parisi Gray Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,540 shares worth $567K. The position accounts for 0.12% of the portfolio, ranked #90.

Parisi Gray Wealth Management first reported a position in GLD in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.54M in Q4 2020. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Parisi Gray Wealth Management held 1,540 shares of SPDR Gold Trust worth $567K as of Q2 2026.
Parisi Gray Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.12% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #90 holding.
Parisi Gray Wealth Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 16 quarters since.
Parisi Gray Wealth Management's SPDR Gold Trust position peaked at $4.54M in Q4 2020.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.