PPWM
GLD icon

Perissos Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Perissos Private 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 		– Sell
-10,360
Closed -$4.46M – 80
2026
Q1 		$4.46M Sell
10,360
-9,652
-48% -$4.32M 3.87% 10
2025
Q4 		$7.93M Buy
20,012
+2,576
+15% +$984K 6.84% 2
2025
Q3 		$6.2M Buy
17,436
+6,550
+60% +$2.09M 4.51% 7
2025
Q2 		$3.32M Sell
10,886
-10,976
-50% -$3.32M 2.62% 10
2025
Q1 		$6.3M Buy
21,862
+9,184
+72% +$2.43M 5.74% 3
2024
Q4 		$3.07M Sell
12,678
-358
-3% -$88K 2.29% 12
2024
Q3 		$3.17M Sell
13,036
-495
-4% -$113K 2.54% 9
2024
Q2 		$2.91M Sell
13,531
-7,792
-37% -$1.69M 2.61% 9
2024
Q1 		$4.39M Buy
+21,323
New +$4.09M 3.98% 4

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Perissos Private Wealth Management's GLD Position: Q2 2026 in Review

Perissos Private Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 10,360 shares — an estimated $4.46M sold.

Perissos Private Wealth Management first reported a position in GLD in Q1 2024 and held it in 9 quarters. The position peaked at $7.93M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Perissos Private Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Perissos Private Wealth Management sold 10,360 SPDR Gold Trust shares in Q2 2026, an estimated $4.46M.
  • Perissos Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2024 and held it in 9 quarters.
  • Perissos Private Wealth Management's SPDR Gold Trust position peaked at $7.93M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.