Richard W. Paul & Associates’s SPDR Gold Trust GLD Stock Holding History

Richard W. Paul & Associates’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	$108K	Sell	252 -45	-15%	-$20.2K	0.04%	166
2025 Q4	$118K	Sell	297 -87	-23%	-$33.2K	0.04%	162
2025 Q3	$137K	Sell	384 -70	-15%	-$22.3K	0.05%	166
2025 Q2	$138K	Buy	454 +16	+4%	+$4.84K	0.05%	176
2025 Q1	$126K	Sell	438 -67	-13%	-$17.7K	0.05%	176
2024 Q4	$122K	Sell	505 -11	-2%	-$2.7K	0.04%	185
2024 Q3	$125K	Buy	516 +103	+25%	+$23.6K	0.05%	183
2024 Q2	$88.8K	Sell	413 -248	-38%	-$53.6K	0.03%	189
2024 Q1	$136K	Sell	661 -89	-12%	-$17.1K	0.05%	181
2023 Q4	$143K	Buy	750 +192	+34%	+$35.2K	0.06%	180
2023 Q3	$95.7K	Sell	558 -71	-11%	-$12.7K	0.04%	178
2023 Q2	$112K	Buy	629 +128	+26%	+$23.5K	0.05%	189
2023 Q1	$91.8K	Buy	+501	New	+$88.2K	0.04%	196

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

Richard W. Paul & Associates's GLD Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its SPDR Gold Trust (GLD) stake by 15% in Q1 2026, selling an estimated $20.2K and leaving 252 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #166.

Richard W. Paul & Associates first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $143K in Q4 2023. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Richard W. Paul & Associates held 252 shares of SPDR Gold Trust worth $108K as of Q1 2026.
Richard W. Paul & Associates sold 45 SPDR Gold Trust shares in Q1 2026, an estimated $20.2K.
SPDR Gold Trust made up 0.04% of Richard W. Paul & Associates's portfolio in Q1 2026, its #166 holding.
Richard W. Paul & Associates first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
Richard W. Paul & Associates's SPDR Gold Trust position peaked at $143K in Q4 2023.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.