BFC Planning, Inc.’s SPDR Gold Trust GLD Stock Holding History

BFC Planning, 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 Q2	$6.22M	Sell	16,892 -426	-2%	-$176K	0.25%	84
2026 Q1	$7.45M	Sell	17,318 -4,019	-19%	-$1.8M	0.33%	55
2025 Q4	$8.46M	Buy	21,337 +4,908	+30%	+$1.87M	0.37%	54
2025 Q3	$5.84M	Buy	16,429 +1,036	+7%	+$330K	0.42%	41
2025 Q2	$4.69M	Buy	15,393 +415	+3%	+$126K	0.37%	49
2025 Q1	$4.32M	Buy	14,978 +1,961	+15%	+$519K	0.38%	52
2024 Q4	$3.15M	Buy	+13,017	New	+$3.2M	0.26%	78

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BFC Planning, Inc.'s GLD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, selling an estimated $176K and leaving 16,892 shares worth $6.22M. The position accounts for 0.25% of the portfolio, ranked #84.

BFC Planning, Inc. first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.46M in Q4 2025. 3,051 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BFC Planning, Inc. held 16,892 shares of SPDR Gold Trust worth $6.22M as of Q2 2026.
BFC Planning, Inc. sold 426 SPDR Gold Trust shares in Q2 2026, an estimated $176K.
SPDR Gold Trust made up 0.25% of BFC Planning, Inc.'s portfolio in Q2 2026, its #84 holding.
BFC Planning, Inc. first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s SPDR Gold Trust position peaked at $8.46M in Q4 2025.
3,051 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.