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Divergent Planning’s SPDR Gold Trust GLD Stock Holding History

Divergent 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 		$309K Hold
775
– – 0.08% 30
2025
Q3 		$277K Hold
775
– – 0.07% 32
2025
Q2 		$238K Hold
775
– – 0.07% 32
2025
Q1 		$223K Buy
+775
New +$205K 0.07% 26

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Divergent Planning's GLD Position: Q4 2025 in Review

Divergent Planning held its SPDR Gold Trust (GLD) position steady in Q4 2025 at 775 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #30.

Divergent Planning first reported a position in GLD in Q1 2025 and has held it in 4 quarters since. 3,072 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Divergent Planning held 775 shares of SPDR Gold Trust worth $309K as of Q4 2025.
  • Divergent Planning left its SPDR Gold Trust share count unchanged in Q4 2025.
  • SPDR Gold Trust made up 0.08% of Divergent Planning's portfolio in Q4 2025, its #30 holding.
  • Divergent Planning first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 4 quarters since.
  • 3,072 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.