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Parkworth Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Parkworth 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
2025
Q2 		$1.13M Hold
3,702
– – 0.81% 27
2025
Q1 		$1.07M Hold
3,702
– – 0.85% 26
2024
Q4 		$896K Buy
+3,702
New +$910K 0.75% 28

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parkworth Wealth Management's GLD Position: Q2 2025 in Review

Parkworth Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2025 at 3,702 shares worth $1.13M. The position accounts for 0.81% of the portfolio, ranked #27.

Parkworth Wealth Management first reported a position in GLD in Q4 2024 and has held it in 3 quarters since. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Parkworth Wealth Management held 3,702 shares of SPDR Gold Trust worth $1.13M as of Q2 2025.
  • Parkworth Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2025.
  • SPDR Gold Trust made up 0.81% of Parkworth Wealth Management's portfolio in Q2 2025, its #27 holding.
  • Parkworth Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 3 quarters since.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.