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Financial Plan Inc’s SPDR Gold Trust GLD Stock Holding History

Financial Plan Inc’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 		$4.33M Sell
10,065
-133
-1% -$59.6K 0.46% 25
2025
Q4 		$4.04M Buy
+10,198
New +$3.89M 0.46% 26

Other funds holding GLD

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Plan Inc's GLD Position: Q1 2026 in Review

Financial Plan Inc reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q1 2026, selling an estimated $59.6K and leaving 10,065 shares worth $4.33M. The position accounts for 0.46% of the portfolio, ranked #25.

Financial Plan Inc first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. 3,156 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Financial Plan Inc held 10,065 shares of SPDR Gold Trust worth $4.33M as of Q1 2026.
  • Financial Plan Inc sold 133 SPDR Gold Trust shares in Q1 2026, an estimated $59.6K.
  • SPDR Gold Trust made up 0.46% of Financial Plan Inc's portfolio in Q1 2026, its #25 holding.
  • Financial Plan Inc first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 3,156 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.