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Financial Planning Hawaii’s SPDR Gold Trust GLD Stock Holding History

Financial Planning Hawaii’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 		$775K Hold
2,105
– – 0.42% 54
2026
Q1 		$906K Buy
2,105
+42
+2% +$18.8K 0.53% 47
2025
Q4 		$818K Buy
+2,063
New +$788K 0.47% 52

Other funds holding GLD

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Planning Hawaii's GLD Position: Q2 2026 in Review

Financial Planning Hawaii held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,105 shares worth $775K. The position accounts for 0.42% of the portfolio, ranked #54.

Financial Planning Hawaii first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $906K in Q1 2026. 1,947 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Financial Planning Hawaii held 2,105 shares of SPDR Gold Trust worth $775K as of Q2 2026.
  • Financial Planning Hawaii left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.42% of Financial Planning Hawaii's portfolio in Q2 2026, its #54 holding.
  • Financial Planning Hawaii first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's SPDR Gold Trust position peaked at $906K in Q1 2026.
  • 1,947 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.