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Capital & Planning LLC’s SPDR Gold Trust GLD Stock Holding History

Capital & Planning LLC’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 		$55.9K Buy
+130
New +$58.2K 0.03% 53
2025
Q1 		– Sell
-130
Closed -$31.5K – 90
2024
Q4 		$31.5K Buy
+130
New +$31.9K 0.02% 63

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital & Planning LLC's GLD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 130 shares worth $55.9K. The stake represents 0.03% of the portfolio and ranks #53 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in GLD as recently as Q4 2024.

Capital & Planning LLC first reported a position in GLD in Q4 2024 and has held it in 2 quarters since. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Capital & Planning LLC held 130 shares of SPDR Gold Trust worth $55.9K as of Q1 2026.
  • SPDR Gold Trust was a new Capital & Planning LLC position in Q1 2026.
  • SPDR Gold Trust made up 0.03% of Capital & Planning LLC's portfolio in Q1 2026, its #53 holding.
  • Capital & Planning LLC first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 2 quarters since.
  • 3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.