Capital Planning Advisors’s SPDR Gold Trust GLD Stock Holding History

Capital Planning Advisors’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	–	Sell	-567	Closed	-$225K	–	157
2025 Q4	$225K	Buy	+567	New	+$217K	0.03%	151
2017 Q4	–	Sell	-4,570	Closed	-$556K	–	122
2017 Q3	$556K	Sell	4,570 -2	-0%	-$243	0.22%	81
2017 Q2	$540K	Sell	4,572 -127	-3%	-$15.2K	0.24%	74
2017 Q1	$558K	Hold	4,699	–	–	0.28%	68
2016 Q4	$515K	Sell	4,699 -420	-8%	-$48.8K	0.27%	67
2016 Q3	$643K	Buy	5,119 +15	+0.3%	+$1.91K	0.34%	62
2016 Q2	$646K	Hold	5,104	–	–	0.36%	57
2016 Q1	$600K	Buy	5,104 +100	+2%	+$11.3K	0.29%	59
2015 Q4	$508K	Buy	5,004 +145	+3%	+$15.3K	0.3%	66
2015 Q3	$519K	Sell	4,859 -1,065	-18%	-$115K	0.34%	58
2015 Q2	$666K	Sell	5,924 -670	-10%	-$76.7K	0.39%	49
2015 Q1	$749K	Sell	6,594 -155	-2%	-$18.1K	0.52%	38
2014 Q4	$767K	Buy	+6,749	New	+$779K	0.67%	35

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

Capital Planning Advisors's GLD Position: Q1 2026 in Review

Capital Planning Advisors sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 567 shares — an estimated $225K sold.

Capital Planning Advisors first reported a position in GLD in Q4 2014 and held it in 13 quarters. The position peaked at $767K in Q4 2014. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Capital Planning Advisors reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Capital Planning Advisors sold 567 SPDR Gold Trust shares in Q1 2026, an estimated $225K.
Capital Planning Advisors first reported a position in SPDR Gold Trust in Q4 2014 and held it in 13 quarters.
Capital Planning Advisors's SPDR Gold Trust position peaked at $767K in Q4 2014.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.