Center for Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Center for 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 Q2	$266K	Hold	722	–	–	0.02%	150
2026 Q1	$311K	Sell	722 -82	-10%	-$36.7K	0.03%	137
2025 Q4	$319K	Buy	804 +22	+3%	+$8.4K	0.03%	132
2025 Q3	$278K	Buy	782 +130	+20%	+$41.4K	0.03%	146
2025 Q2	$199K	Hold	652	–	–	0.02%	167
2025 Q1	$188K	Hold	652	–	–	0.02%	158
2024 Q4	$158K	Buy	+652	New	+$160K	0.02%	163
2022 Q4	–	Sell	-58	Closed	-$9K	–	589
2022 Q3	$9K	Hold	58	–	–	﹤0.01%	365
2022 Q2	$10K	Hold	58	–	–	﹤0.01%	356
2022 Q1	$10K	Buy	+58	New	+$10.2K	﹤0.01%	365
2021 Q3	–	Sell	-25	Closed	-$4K	–	506
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	426
2021 Q1	$4K	Hold	25	–	–	﹤0.01%	459
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	406
2020 Q3	$4K	Hold	25	–	–	﹤0.01%	371
2020 Q2	$4K	Hold	25	–	–	﹤0.01%	379
2020 Q1	$4K	Hold	25	–	–	﹤0.01%	435
2019 Q4	$4K	Buy	+25	New	+$3.49K	﹤0.01%	382

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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Center for Financial Planning's GLD Position: Q2 2026 in Review

Center for Financial Planning held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 722 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #150.

Center for Financial Planning first reported a position in GLD in Q4 2019 and has held it in 17 quarters since. The position peaked at $319K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Center for Financial Planning held 722 shares of SPDR Gold Trust worth $266K as of Q2 2026.
Center for Financial Planning left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #150 holding.
Center for Financial Planning first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 17 quarters since.
Center for Financial Planning's SPDR Gold Trust position peaked at $319K in Q4 2025.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.