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Falcon Wealth Planning’s SPDR Gold Trust GLD Stock Holding History

Falcon Wealth 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
2026
Q2 		$537K Sell
1,458
-337
-19% -$140K 0.03% 138
2026
Q1 		$772K Buy
1,795
+523
+41% +$234K 0.05% 100
2025
Q4 		$504K Buy
1,272
+302
+31% +$115K 0.04% 116
2025
Q3 		$345K Buy
970
+184
+23% +$58.6K 0.03% 145
2025
Q2 		$240K Buy
+786
New +$238K 0.02% 156

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Falcon Wealth Planning's GLD Position: Q2 2026 in Review

Falcon Wealth Planning reduced its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, selling an estimated $140K and leaving 1,458 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #138.

Falcon Wealth Planning first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $772K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Falcon Wealth Planning held 1,458 shares of SPDR Gold Trust worth $537K as of Q2 2026.
  • Falcon Wealth Planning sold 337 SPDR Gold Trust shares in Q2 2026, an estimated $140K.
  • SPDR Gold Trust made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #138 holding.
  • Falcon Wealth Planning first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Falcon Wealth Planning's SPDR Gold Trust position peaked at $772K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.