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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
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 $1.37T 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

Holistic Planning's GLD Position: Q1 2026 in Review

Holistic Planning increased its SPDR Gold Trust (GLD) stake by 2.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 1,194 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #175.

Holistic Planning first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Holistic Planning held 1,194 shares of SPDR Gold Trust worth $514K as of Q1 2026.
  • Holistic Planning bought 30 SPDR Gold Trust shares in Q1 2026, an estimated $13.4K.
  • SPDR Gold Trust made up 0.1% of Holistic Planning's portfolio in Q1 2026, its #175 holding.
  • Holistic Planning first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.