Essential Planning’s SPDR Gold Trust GLD Stock Holding History

Essential 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 Q1	–	Sell	-19,500	Closed	-$4.79M	–	158
2024 Q4	$4.79M	Buy	+19,500	New	+$4.79M	0.03%	122

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Essential Planning's GLD Position: Q1 2025 in Review

Essential Planning sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 19,500 shares — an estimated $4.79M sold.

Essential Planning first reported a position in GLD in Q4 2024 and held it in 1 quarter. The position peaked at $4.79M in Q4 2024. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

Essential Planning reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 19,500 SPDR Gold Trust shares in Q1 2025, an estimated $4.79M.
Essential Planning first reported a position in SPDR Gold Trust in Q4 2024 and held it in 1 quarter.
Essential Planning's SPDR Gold Trust position peaked at $4.79M in Q4 2024.
2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.