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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creative Planning's GLD Position: Q2 2026 in Review

Creative Planning increased its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, buying an estimated $1.14M and bringing the position to 220,588 shares worth $81.3M. The position accounts for 0.05% of the portfolio, ranked #175.

Creative Planning first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.7M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Creative Planning held 220,588 shares of SPDR Gold Trust worth $81.3M as of Q2 2026.
Creative Planning bought 2,762 SPDR Gold Trust shares in Q2 2026, an estimated $1.14M.
SPDR Gold Trust made up 0.05% of Creative Planning's portfolio in Q2 2026, its #175 holding.
Creative Planning first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
Creative Planning's SPDR Gold Trust position peaked at $93.7M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.