Parr McKnight Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Parr McKnight Wealth Management Group’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	$321K	Sell	747 -25	-3%	-$11.2K	0.04%	190
2025 Q4	$306K	Buy	772 +25	+3%	+$9.55K	0.04%	209
2025 Q3	$266K	Hold	747	–	–	0.03%	212
2025 Q2	$228K	Hold	747	–	–	0.03%	216
2025 Q1	$215K	Sell	747 -1,200	-62%	-$317K	0.03%	222
2024 Q4	$471K	Buy	+1,947	New	+$478K	0.07%	180

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

Parr McKnight Wealth Management Group's GLD Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its SPDR Gold Trust (GLD) stake by 3.2% in Q1 2026, selling an estimated $11.2K and leaving 747 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #190.

Parr McKnight Wealth Management Group first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $471K in Q4 2024. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Parr McKnight Wealth Management Group held 747 shares of SPDR Gold Trust worth $321K as of Q1 2026.
Parr McKnight Wealth Management Group sold 25 SPDR Gold Trust shares in Q1 2026, an estimated $11.2K.
SPDR Gold Trust made up 0.04% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #190 holding.
Parr McKnight Wealth Management Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's SPDR Gold Trust position peaked at $471K in Q4 2024.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.