Superior Planning, LLC’s SPDR Gold Trust GLD Stock Holding History

Superior Planning, LLC’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 Q3	$299K	Buy	+785	New	+$307K	0.12%	127

Other funds holding GLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's GLD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 785 shares worth $299K. The stake represents 0.12% of the portfolio and ranks #127 among its holdings.

2,405 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Superior Planning, LLC held 785 shares of SPDR Gold Trust worth $299K as of Q3 2026.
SPDR Gold Trust was a new Superior Planning, LLC position in Q3 2026.
SPDR Gold Trust made up 0.12% of Superior Planning, LLC's portfolio in Q3 2026, its #127 holding.
2,405 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.