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Compass Planning Associates’s SPDR Gold Trust GLD Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-360
Closed -$110K – 64
2025
Q2 		$110K Hold
360
– – 0.1% 43
2025
Q1 		$104K Buy
360
+200
+125% +$52.9K 0.1% 45
2024
Q4 		$38.7K Buy
+160
New +$39.3K 0.04% 64

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Compass Planning Associates's GLD Position: Q3 2025 in Review

Compass Planning Associates sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 360 shares — an estimated $110K sold.

Compass Planning Associates first reported a position in GLD in Q4 2024 and held it in 3 quarters. The position peaked at $110K in Q2 2025. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Compass Planning Associates reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 360 SPDR Gold Trust shares in Q3 2025, an estimated $110K.
  • Compass Planning Associates first reported a position in SPDR Gold Trust in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's SPDR Gold Trust position peaked at $110K in Q2 2025.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.