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Cornerstone Planning Group’s SPDR Gold Trust GLD Stock Holding History

Cornerstone Planning Group’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 		$2.24M Buy
5,915
+251
+4% +$104K 0.28% 46
2026
Q1 		$2.37M Buy
5,664
+3,161
+126% +$1.42M 0.32% 44
2025
Q4 		$1.24M Buy
2,503
+1,521
+155% +$581K 0.19% 54
2025
Q3 		$32.2K Buy
982
+786
+401% +$250K 0.01% 445
2025
Q2 		$61K Buy
196
+1
+0.5% +$303 0.01% 209
2025
Q1 		$59.2K Hold
195
– – 0.01% 205
2024
Q4 		$49.3K Hold
195
– – 0.01% 185
2024
Q3 		$49.9K Hold
195
– – 0.01% 189
2024
Q2 		$43.4K Buy
+195
New +$42.2K 0.01% 217
2023
Q4 		– Sell
-29
Closed -$4.97K – 985
2023
Q3 		$4.97K Buy
+29
New +$5.18K ﹤0.01% 527

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's GLD Position: Q2 2026 in Review

Cornerstone Planning Group increased its SPDR Gold Trust (GLD) stake by 4.4% in Q2 2026, buying an estimated $104K and bringing the position to 5,915 shares worth $2.24M. The position accounts for 0.28% of the portfolio, ranked #46.

Cornerstone Planning Group first reported a position in GLD in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cornerstone Planning Group held 5,915 shares of SPDR Gold Trust worth $2.24M as of Q2 2026.
  • Cornerstone Planning Group bought 251 SPDR Gold Trust shares in Q2 2026, an estimated $104K.
  • SPDR Gold Trust made up 0.28% of Cornerstone Planning Group's portfolio in Q2 2026, its #46 holding.
  • Cornerstone Planning Group first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 10 quarters since.
  • Cornerstone Planning Group's SPDR Gold Trust position peaked at $2.37M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.