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 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 $1.37T 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

BankPlus Trust Department's GLD Position: Q1 2026 in Review

BankPlus Trust Department reduced its SPDR Gold Trust (GLD) stake by 6.3% in Q1 2026, selling an estimated $19.3K and leaving 635 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #160.

BankPlus Trust Department first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

BankPlus Trust Department held 635 shares of SPDR Gold Trust worth $273K as of Q1 2026.
BankPlus Trust Department sold 43 SPDR Gold Trust shares in Q1 2026, an estimated $19.3K.
SPDR Gold Trust made up 0.07% of BankPlus Trust Department's portfolio in Q1 2026, its #160 holding.
BankPlus Trust Department first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.