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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Capital Planning's GLD Position: Q2 2026 in Review

Capital Planning held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 696 shares worth $256K. 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 6 quarters since. The position peaked at $299K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Capital Planning held 696 shares of SPDR Gold Trust worth $256K as of Q2 2026.
  • Capital Planning left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.07% of Capital Planning's portfolio in Q2 2026, its #76 holding.
  • Capital Planning first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Capital Planning's SPDR Gold Trust position peaked at $299K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.