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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's GLD Position: Q1 2026 in Review

Cornerstone Planning Group increased its SPDR Gold Trust (GLD) stake by 126% in Q1 2026, buying an estimated $1.42M and bringing the position to 5,664 shares worth $2.37M. The position accounts for 0.32% of the portfolio, ranked #44.

Cornerstone Planning Group first reported a position in GLD in Q3 2023 and has held it in 9 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Cornerstone Planning Group held 5,664 shares of SPDR Gold Trust worth $2.37M as of Q1 2026.
Cornerstone Planning Group bought 3,161 SPDR Gold Trust shares in Q1 2026, an estimated $1.42M.
SPDR Gold Trust made up 0.32% of Cornerstone Planning Group's portfolio in Q1 2026, its #44 holding.
Cornerstone Planning Group first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 9 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.