Mark Sheptoff Financial Planning’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.1K | Hold |
60
| – | – | 0.01% | 249 |
|
|
2025
Q4 | $23.8K | Hold |
60
| – | – | 0.01% | 265 |
|
|
2025
Q3 | $21.3K | Sell |
60
-20
| -25% | -$6.37K | 0.01% | 270 |
|
|
2025
Q2 | $24.5K | Buy |
80
+5
| +7% | +$1.51K | 0.01% | 250 |
|
|
2025
Q1 | $21.7K | Buy |
75
+44
| +142% | +$11.6K | 0.01% | 243 |
|
|
2024
Q4 | $7.61K | Hold |
31
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $7.64K | Hold |
31
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $6.76K | Hold |
31
| – | – | ﹤0.01% | 346 |
|
|
2024
Q1 | $6.46K | Hold |
31
| – | – | ﹤0.01% | 319 |
|
|
2023
Q4 | $6.01K | Sell |
31
-11
| -26% | -$2.02K | ﹤0.01% | 316 |
|
|
2023
Q3 | $7.2K | Hold |
42
| – | – | ﹤0.01% | 286 |
|
|
2023
Q2 | $7.49K | Hold |
42
| – | – | ﹤0.01% | 291 |
|
|
2023
Q1 | $7.7K | Hold |
42
| – | – | ﹤0.01% | 280 |
|
|
2022
Q4 | $7.13K | Hold |
42
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 279 |
|
|
2022
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 279 |
|
|
2022
Q1 | $8K | Hold |
42
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $7K | Hold |
42
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 329 |
|
|
2021
Q2 | $7K | Buy |
42
+31
| +282% | +$5.27K | ﹤0.01% | 349 |
|
|
2021
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 347 |
|
|
2020
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 327 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 309 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 343 |
|
|
2019
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 336 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 336 |
|
|
2019
Q1 | $1K | Sell |
11
-35
| -76% | -$4.31K | ﹤0.01% | 339 |
|
|
2018
Q4 | $6K | Hold |
46
| – | – | 0.01% | 271 |
|
|
2018
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 323 |
|
|
2018
Q2 | $5K | Buy |
46
+11
| +31% | +$1.36K | ﹤0.01% | 318 |
|
|
2018
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 337 |
|
|
2017
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 330 |
|
|
2017
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 326 |
|
|
2017
Q2 | $4K | Sell |
35
-1
| -3% | -$120 | ﹤0.01% | 314 |
|
|
2017
Q1 | $4K | Buy |
36
+1
| +3% | +$116 | ﹤0.01% | 315 |
|
|
2016
Q4 | $4K | Sell |
35
-15
| -30% | -$1.74K | ﹤0.01% | 303 |
|
|
2016
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 282 |
|
|
2016
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 270 |
|
|
2016
Q1 | $6K | Buy |
+50
| New | +$5.67K | ﹤0.01% | 271 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$6K | – | 417 |
|
|
2015
Q2 | $6K | Buy |
+50
| New | +$5.72K | ﹤0.01% | 295 |
|
Other funds holding GLD
Mark Sheptoff Financial Planning's GLD Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 60 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #249.
Mark Sheptoff Financial Planning first reported a position in GLD in Q2 2015 and has held it in 42 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.
- Mark Sheptoff Financial Planning held 60 shares of SPDR Gold Trust worth $25.1K as of Q1 2026.
- Mark Sheptoff Financial Planning left its SPDR Gold Trust share count unchanged in Q1 2026.
- SPDR Gold Trust made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #249 holding.
- Mark Sheptoff Financial Planning first reported a position in SPDR Gold Trust in Q2 2015 and has held it in 42 quarters since.
- 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.