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
2023 Q3	–	Sell	-200	Closed	-$69	–	2957
2023 Q2	$69	Buy	+200	New	+$36.7K	﹤0.01%	2639
2022 Q4	–	Sell	-900	Closed	-$3K	–	2533
2022 Q3	$3K	Buy	+900	New	+$145K	﹤0.01%	2269
2019 Q4	–	Sell	-1,600	Closed	-$1K	–	2044
2019 Q3	$1K	Buy	+1,600	New	+$222K	﹤0.01%	1970
2016 Q2	–	Sell	-2,500	Closed	-$2K	–	4407
2016 Q1	$2K	Buy	2,500 +2,000	+400%	+$227K	﹤0.01%	3944
2015 Q4	$1K	Sell	500 -400	-44%	-$42.3K	﹤0.01%	4202
2015 Q3	$2K	Buy	+900	New	+$97K	﹤0.01%	3934
2015 Q2	–	Sell	-1,400	Closed	-$15K	–	1830
2015 Q1	$15K	Buy	+1,400	New	+$164K	﹤0.01%	2922

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

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.