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 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 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

Perissos Private Wealth Management's GLD Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its SPDR Gold Trust (GLD) stake by 48% in Q1 2026, selling an estimated $4.32M and leaving 10,360 shares worth $4.46M. The position accounts for 3.87% of the portfolio, ranked #10.

Perissos Private Wealth Management first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.93M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Perissos Private Wealth Management held 10,360 shares of SPDR Gold Trust worth $4.46M as of Q1 2026.
Perissos Private Wealth Management sold 9,652 SPDR Gold Trust shares in Q1 2026, an estimated $4.32M.
SPDR Gold Trust made up 3.87% of Perissos Private Wealth Management's portfolio in Q1 2026, its #10 holding.
Perissos Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's SPDR Gold Trust position peaked at $7.93M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.