Capital Planning
GLD icon

Capital Planning’s SPDR Gold Trust GLD Stock Holding History

Capital 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
Q3 		$265K Hold
696
– – 0.07% 76
2026
Q2 		$256K Hold
696
– – 0.07% 76
2026
Q1 		$299K Sell
696
-54
-7% -$24.2K 0.1% 68
2025
Q4 		$299K Hold
750
– – 0.08% 71
2025
Q3 		$267K Hold
750
– – 0.08% 75
2025
Q2 		$229K Hold
750
– – 0.07% 74
2025
Q1 		$216K Buy
+750
New +$198K 0.06% 88

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Capital Planning's GLD Position: Q3 2026 in Review

Capital Planning held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 696 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #76.

Capital Planning first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $299K in Q1 2026. 1,370 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Capital Planning held 696 shares of SPDR Gold Trust worth $265K as of Q3 2026.
  • Capital Planning left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.07% of Capital Planning's portfolio in Q3 2026, its #76 holding.
  • Capital Planning first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • Capital Planning's SPDR Gold Trust position peaked at $299K in Q1 2026.
  • 1,370 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.