Action Point Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Action Point Financial Planning’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	$1.1M	Buy	+2,981	New	+$1.23M	0.11%	163

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Action Point Financial Planning's GLD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 2,981 shares worth $1.1M. The stake represents 0.11% of the portfolio and ranks #163 among its holdings.

3,010 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Action Point Financial Planning held 2,981 shares of SPDR Gold Trust worth $1.1M as of Q2 2026.
SPDR Gold Trust was a new Action Point Financial Planning position in Q2 2026.
SPDR Gold Trust made up 0.11% of Action Point Financial Planning's portfolio in Q2 2026, its #163 holding.
3,010 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.