Estate Planners Group’s SPDR Gold Trust GLD Stock Holding History

Estate Planners Group’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
2026 Q1	$959K	Buy	2,229 +55	+3%	+$24.6K	0.46%	24
2025 Q4	$862K	Buy	+2,174	New	+$830K	0.37%	26

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

Estate Planners Group's GLD Position: Q1 2026 in Review

Estate Planners Group increased its SPDR Gold Trust (GLD) stake by 2.5% in Q1 2026, buying an estimated $24.6K and bringing the position to 2,229 shares worth $959K. The position accounts for 0.46% of the portfolio, ranked #24.

Estate Planners Group first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Estate Planners Group held 2,229 shares of SPDR Gold Trust worth $959K as of Q1 2026.
Estate Planners Group bought 55 SPDR Gold Trust shares in Q1 2026, an estimated $24.6K.
SPDR Gold Trust made up 0.46% of Estate Planners Group's portfolio in Q1 2026, its #24 holding.
Estate Planners Group first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.