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Briaud Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Briaud 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
Q1 		$85.3M Buy
198,343
+39
+0% +$17.5K 22.37% 2
2025
Q4 		$78.6M Buy
198,304
+2,546
+1% +$972K 19.36% 2
2025
Q3 		$69.6M Buy
195,758
+626
+0.3% +$199K 22.74% 2
2025
Q2 		$59.5M Sell
195,132
-61,616
-24% -$18.7M 23.46% 2
2025
Q1 		$74M Sell
256,748
-22
-0% -$5.82K 29.39% 2
2024
Q4 		$62.2M Buy
256,770
+1,358
+0.5% +$334K 25.35% 2
2024
Q3 		$62.1M Buy
255,412
+2,751
+1% +$630K 32.06% 1
2024
Q2 		$54.3M Sell
252,661
-159,393
-39% -$34.5M 31.36% 1
2024
Q1 		$84.8M Sell
412,054
-9,195
-2% -$1.76M 48.18% 1
2023
Q4 		$80.5M Buy
421,249
+2,651
+0.6% +$486K 68.65% 1
2023
Q3 		$71.8M Buy
418,598
+7,013
+2% +$1.25M 58.13% 1
2023
Q2 		$73.4M Buy
411,585
+5,466
+1% +$1M 69.28% 1
2023
Q1 		$74.4M Sell
406,119
-137,703
-25% -$24.2M 70.44% 1
2022
Q4 		$92.3M Buy
543,822
+7,443
+1% +$1.2M 74.67% 1
2022
Q3 		$82.2M Sell
536,379
-25,533
-5% -$4.11M 73.05% 1
2022
Q2 		$94.7M Buy
561,912
+2,517
+0.4% +$440K 62.07% 1
2022
Q1 		$101M Buy
559,395
+1,422
+0.3% +$249K 58.04% 1
2021
Q4 		$95.4M Sell
557,973
-3,925
-0.7% -$659K 51.86% 1
2021
Q3 		$92.3M Buy
561,898
+36,128
+7% +$6.05M 60.63% 1
2021
Q2 		$87.1M Buy
525,770
+5,714
+1% +$971K 57.96% 1
2021
Q1 		$83.2M Buy
520,056
+519,878
+292,066% +$87.4M 61.21% 1
2020
Q4 		$94K Sell
178
-523,952
-100% -$92.3M 60.05% 1
2020
Q3 		$92.8M Buy
524,130
+571
+0.1% +$103K 67.14% 1
2020
Q2 		$87.6M Buy
523,559
+148,894
+40% +$24M 66.94% 1
2020
Q1 		$55.5M Sell
374,665
-106,344
-22% -$15.8M 79.67% 1
2019
Q4 		$68.7M Buy
+481,009
New +$67.2M 69.92% 1

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briaud Financial Planning's GLD Position: Q1 2026 in Review

Briaud Financial Planning increased its SPDR Gold Trust (GLD) stake by 0.02% in Q1 2026, buying an estimated $17.5K and bringing the position to 198,343 shares worth $85.3M. The position accounts for 22.37% of the portfolio, ranked #2.

Briaud Financial Planning first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $101M in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Briaud Financial Planning held 198,343 shares of SPDR Gold Trust worth $85.3M as of Q1 2026.
  • Briaud Financial Planning bought 39 SPDR Gold Trust shares in Q1 2026, an estimated $17.5K.
  • SPDR Gold Trust made up 22.37% of Briaud Financial Planning's portfolio in Q1 2026, its #2 holding.
  • Briaud Financial Planning first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Briaud Financial Planning's SPDR Gold Trust position peaked at $101M in Q1 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.