BankPlus Trust Department’s SPDR Gold Trust GLD Stock Holding History

BankPlus Trust Department’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	$255K	Buy	692 +57	+9%	+$23.6K	0.06%	179
2026 Q1	$273K	Sell	635 -43	-6%	-$19.3K	0.07%	160
2025 Q4	$269K	Hold	678	–	–	0.07%	152
2025 Q3	$241K	Buy	678 +108	+19%	+$34.4K	0.06%	156
2025 Q2	$174K	Hold	570	–	–	0.05%	165
2025 Q1	$164K	Hold	570	–	–	0.05%	152
2024 Q4	$138K	Buy	+570	New	+$140K	0.05%	165

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 $60.8B AUM 26.63% 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

BankPlus Trust Department's GLD Position: Q2 2026 in Review

BankPlus Trust Department increased its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, buying an estimated $23.6K and bringing the position to 692 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #179.

BankPlus Trust Department first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BankPlus Trust Department held 692 shares of SPDR Gold Trust worth $255K as of Q2 2026.
BankPlus Trust Department bought 57 SPDR Gold Trust shares in Q2 2026, an estimated $23.6K.
SPDR Gold Trust made up 0.06% of BankPlus Trust Department's portfolio in Q2 2026, its #179 holding.
BankPlus Trust Department first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's SPDR Gold Trust position peaked at $273K in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.