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Holistic Planning’s SPDR Gold Trust GLD Stock Holding History

Holistic 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 		$448K Buy
1,217
+23
+2% +$9.53K 0.07% 226
2026
Q1 		$514K Buy
1,194
+30
+3% +$13.4K 0.1% 175
2025
Q4 		$461K Sell
1,164
-175
-13% -$66.8K 0.1% 168
2025
Q3 		$476K Buy
1,339
+10
+0.8% +$3.19K 0.13% 130
2025
Q2 		$405K Buy
1,329
+16
+1% +$4.84K 0.12% 141
2025
Q1 		$378K Buy
1,313
+84
+7% +$22.2K 0.13% 120
2024
Q4 		$298K Buy
+1,229
New +$302K 0.11% 132

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Holistic Planning's GLD Position: Q2 2026 in Review

Holistic Planning increased its SPDR Gold Trust (GLD) stake by 1.9% in Q2 2026, buying an estimated $9.53K and bringing the position to 1,217 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #226.

Holistic Planning first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $514K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Holistic Planning held 1,217 shares of SPDR Gold Trust worth $448K as of Q2 2026.
  • Holistic Planning bought 23 SPDR Gold Trust shares in Q2 2026, an estimated $9.53K.
  • SPDR Gold Trust made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #226 holding.
  • Holistic Planning first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Holistic Planning's SPDR Gold Trust position peaked at $514K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.