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Game Plan Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Game Plan Financial Advisors’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 		$31.4K Sell
73
-743
-91% -$333K 0.01% 150
2025
Q4 		$323K Buy
+816
New +$312K 0.13% 74
2024
Q4 		– Sell
-355
Closed -$86.3K – 392
2024
Q3 		$86.3K Sell
355
-50
-12% -$11.4K 0.04% 124
2024
Q2 		$87.1K Buy
+405
New +$87.6K 0.04% 129

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $377B AUM 19.32% 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 $59B AUM 32.99% 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

Game Plan Financial Advisors's GLD Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 91% in Q1 2026, selling an estimated $333K and leaving 73 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #150.

Game Plan Financial Advisors first reported a position in GLD in Q2 2024 and has held it in 4 quarters since. The position peaked at $323K in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Game Plan Financial Advisors held 73 shares of SPDR Gold Trust worth $31.4K as of Q1 2026.
  • Game Plan Financial Advisors sold 743 SPDR Gold Trust shares in Q1 2026, an estimated $333K.
  • SPDR Gold Trust made up 0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #150 holding.
  • Game Plan Financial Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 4 quarters since.
  • Game Plan Financial Advisors's SPDR Gold Trust position peaked at $323K in Q4 2025.
  • 3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.