CATHY PARETO & ASSOCIATES, INC GLD SPDR GOLD TR

Ownership history in CATHY PARETO & ASSOCIATES, INC  ·  6 quarters on record

AI Ownership Summary

CATHY PARETO & ASSOCIATES, INC reported SPDR GOLD TR (GLD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows GLD at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CATHY PARETO & ASSOCIATES, INC's position in SPDR GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLD was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CATHY PARETO & ASSOCIATES, INC held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,357 +20 +1.5% 0.39% $584K 2026-04-14 $445.09
2025 Q4 UNCHANGED 1,337 0% 0.37% $530K 2026-01-23 $458.00
2025 Q3 UNCHANGED 1,337 0% 0.36% $475K 2025-10-23 $378.79
2025 Q2 REDUCED 6.0% +15.6% 1,337 -85 -6.0% 0.34% $408K 2025-07-14 $308.01
2025 Q1 UNCHANGED 1,422 0% 0.36% $410K 2025-04-10 $292.35
2024 Q4 INITIATED 1,422 0.32% $344K 2025-01-22 $254.43

FAQ About CATHY PARETO & ASSOCIATES, INC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CATHY PARETO & ASSOCIATES, INC reported owning GLD?

CATHY PARETO & ASSOCIATES, INC reported GLD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GLD position in CATHY PARETO & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for GLD was 0.39% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when CATHY PARETO & ASSOCIATES, INC reported 1,357 shares, equal to 0.39% of portfolio, with an estimated market value of $584K.

What does the chart on this GLD ownership page compare?

The chart compares CATHY PARETO & ASSOCIATES, INC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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