Creative Planning
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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
2025
Q4 		– Sell
-400
Closed -$21.8K – 3977
2025
Q3 		$21.8K Hold
400
– – ﹤0.01% 3814
2025
Q2 		$9.5K Buy
+400
New +$121K ﹤0.01% 3625
2024
Q2 		– Sell
-300
Closed -$288 – 3112
2024
Q1 		$288 Buy
+300
New +$57.6K ﹤0.01% 2909
2023
Q4 		– Sell
-600
Closed -$213 – 2892
2023
Q3 		$213 Buy
600
+300
+100% +$53.6K ﹤0.01% 2867
2023
Q2 		$138 Sell
300
-100
-25% -$18.4K ﹤0.01% 2634
2023
Q1 		$1.77K Hold
400
– – ﹤0.01% 2522
2022
Q4 		$453 Sell
400
-600
-60% -$96.6K ﹤0.01% 2456
2022
Q3 		$2K Buy
+1,000
New +$161K ﹤0.01% 2286
2022
Q2 		– Sell
-900
Closed -$3K – 2387
2022
Q1 		$3K Buy
+900
New +$158K ﹤0.01% 2278
2021
Q3 		– Sell
-12,700
Closed -$168K – 2158
2021
Q2 		$168K Buy
+12,700
New +$2.16M ﹤0.01% 1822
2020
Q3 		– Sell
-700
Closed -$7K – 2195
2020
Q2 		$7K Buy
+700
New +$113K ﹤0.01% 1895
2019
Q4 		– Sell
-2,100
Closed -$3K – 2043
2019
Q3 		$3K Sell
2,100
-3,600
-63% -$501K ﹤0.01% 1936
2019
Q2 		$10K Buy
+5,700
New +$704K ﹤0.01% 1929
2019
Q1 		– Sell
-3,200
Closed -$4K – 2024
2018
Q4 		$4K Buy
3,200
+2,900
+967% +$337K ﹤0.01% 1875
2018
Q3 		$1K Sell
300
-900
-75% -$103K ﹤0.01% 2054
2018
Q2 		$2K Buy
+1,200
New +$149K ﹤0.01% 2004
2016
Q4 		– Sell
-500
Closed -$6K – 4696
2016
Q3 		$6K Sell
500
-900
-64% -$115K ﹤0.01% 3802
2016
Q2 		$11K Buy
1,400
+900
+180% +$108K ﹤0.01% 3173
2016
Q1 		$4K Buy
+500
New +$56.7K ﹤0.01% 3691
2014
Q4 		– Sell
-300
Closed -$1K – 4224
2014
Q3 		$1K Buy
+300
New +$37K ﹤0.01% 3823

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.