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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return