Creative Planning
GLD icon

Creative Planning’s SPDR Gold Trust GLD Stock Holding History

Creative 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
Q1 		$93.7M Sell
217,826
-812
-0.4% -$364K 0.06% 137
2025
Q4 		$86.6M Buy
218,638
+11,299
+5% +$4.32M 0.06% 133
2025
Q3 		$73.7M Buy
207,339
+22,771
+12% +$7.26M 0.06% 143
2025
Q2 		$56.3M Sell
184,568
-15,604
-8% -$4.73M 0.05% 154
2025
Q1 		$57.7M Buy
200,172
+20,847
+12% +$5.51M 0.05% 140
2024
Q4 		$43.4M Buy
179,325
+7,015
+4% +$1.72M 0.04% 165
2024
Q3 		$41.9M Sell
172,310
-3,111
-2% -$712K 0.04% 167
2024
Q2 		$37.7M Buy
175,421
+3,176
+2% +$687K 0.04% 172
2024
Q1 		$35.4M Sell
172,245
-3,415
-2% -$655K 0.04% 172
2023
Q4 		$33.6M Sell
175,660
-2,701
-2% -$495K 0.06% 171
2023
Q3 		$30.6M Buy
178,361
+10,505
+6% +$1.88M 0.04% 180
2023
Q2 		$29.9M Buy
167,856
+1,648
+1% +$303K 0.04% 175
2023
Q1 		$30.5M Sell
166,208
-6,104
-4% -$1.07M 0.04% 163
2022
Q4 		$29.2M Sell
172,312
-5,472
-3% -$881K 0.04% 164
2022
Q3 		$27.5M Buy
177,784
+8,251
+5% +$1.33M 0.05% 144
2022
Q2 		$28.6M Buy
169,533
+6,280
+4% +$1.1M 0.05% 154
2022
Q1 		$29.5M Sell
163,253
-120,430
-42% -$21.1M 0.05% 154
2021
Q4 		$31.3M Sell
283,683
-16,368
-5% -$2.75M 0.05% 136
2021
Q3 		$30.2M Buy
300,051
+113,808
+61% +$19.1M 0.05% 134
2021
Q2 		$30.8M Buy
186,243
+11,728
+7% +$1.99M 0.05% 122
2021
Q1 		$27.9M Buy
174,515
+9,382
+6% +$1.58M 0.06% 132
2020
Q4 		$29.5M Buy
165,133
+62,224
+60% +$11M 0.06% 121
2020
Q3 		$18.2M Buy
102,909
+14,405
+16% +$2.59M 0.05% 142
2020
Q2 		$14.8M Buy
88,504
+13,028
+17% +$2.1M 0.04% 151
2020
Q1 		$11.2M Sell
75,476
-3,669
-5% -$546K 0.04% 157
2019
Q4 		$11.3M Sell
79,145
-118
-0.1% -$16.5K 0.03% 173
2019
Q3 		$11M Buy
79,263
+3,103
+4% +$431K 0.04% 169
2019
Q2 		$10.1M Buy
76,160
+2,021
+3% +$250K 0.03% 177
2019
Q1 		$9.05M Buy
74,139
+8,995
+14% +$1.11M 0.03% 178
2018
Q4 		$7.9M Sell
65,144
-2,519
-4% -$293K 0.03% 177
2018
Q3 		$7.63M Buy
67,663
+5,609
+9% +$643K 0.03% 200
2018
Q2 		$7.36M Sell
62,054
-3,115
-5% -$386K 0.03% 193
2018
Q1 		$8.2M Sell
65,169
-1,141
-2% -$144K 0.03% 169
2017
Q4 		$8.2M Sell
66,310
-448
-0.7% -$54.3K 0.04% 169
2017
Q3 		$8.12M Buy
66,758
+4,434
+7% +$539K 0.04% 163
2017
Q2 		$7.36M Sell
62,324
-7,480
-11% -$895K 0.04% 170
2017
Q1 		$8.29M Sell
69,804
-5,165
-7% -$600K 0.05% 154
2016
Q4 		$8.22M Sell
74,969
-3,567
-5% -$414K 0.05% 152
2016
Q3 		$9.87M Buy
78,536
+36,032
+85% +$4.59M 0.06% 118
2016
Q2 		$5.38M Buy
42,504
+6,226
+17% +$749K 0.04% 163
2016
Q1 		$4.27M Buy
36,278
+2,027
+6% +$230K 0.03% 172
2015
Q4 		$3.48M Buy
34,251
+3,362
+11% +$355K 0.03% 217
2015
Q3 		$3.3M Sell
30,889
-1,145
-4% -$123K 0.03% 207
2015
Q2 		$3.6M Buy
32,034
+4,372
+16% +$500K 0.03% 189
2015
Q1 		$3.14M Buy
27,662
+509
+2% +$59.5K 0.03% 202
2014
Q4 		$3.08M Buy
27,153
+2,758
+11% +$318K 0.03% 194
2014
Q3 		$2.83M Buy
24,395
+693
+3% +$85.4K 0.03% 189
2014
Q2 		$3.04M Sell
23,702
-13,105
-36% -$1.63M 0.04% 167
2014
Q1 		$4.55M Buy
36,807
+16,359
+80% +$2.04M 0.07% 110
2013
Q4 		$2.37M Sell
20,448
-5,786
-22% -$710K 0.04% 161
2013
Q3 		$3.36M Sell
26,234
-18,980
-42% -$2.44M 0.07% 103
2013
Q2 		$5.38M Buy
+45,214
New +$6.19M 0.13% 75

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Creative Planning's GLD Position: Q1 2026 in Review

Creative Planning reduced its SPDR Gold Trust (GLD) stake by 0.37% in Q1 2026, selling an estimated $364K and leaving 217,826 shares worth $93.7M. The position accounts for 0.06% of the portfolio, ranked #137.

Creative Planning first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Creative Planning held 217,826 shares of SPDR Gold Trust worth $93.7M as of Q1 2026.
  • Creative Planning sold 812 SPDR Gold Trust shares in Q1 2026, an estimated $364K.
  • SPDR Gold Trust made up 0.06% of Creative Planning's portfolio in Q1 2026, its #137 holding.
  • Creative Planning first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.