Midwest Professional Planners Ltd (MPPL)’s SPDR Gold Trust GLD Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$3.21M	Sell	7,458 -1,446	-16%	-$648K	0.76%	46
2025 Q4	$3.53M	Sell	8,904 -466	-5%	-$178K	0.84%	37
2025 Q3	$3.33M	Buy	9,370 +33	+0.4%	+$10.5K	0.81%	40
2025 Q2	$2.85M	Sell	9,337 -619	-6%	-$187K	0.75%	46
2025 Q1	$2.87M	Sell	9,956 -1,247	-11%	-$330K	0.89%	34
2024 Q4	$2.71M	Sell	11,203 -171	-2%	-$42K	0.81%	37
2024 Q3	$2.76M	Buy	+11,374	New	+$2.6M	0.85%	32
2023 Q3	–	Sell	-5,327	Closed	-$950K	–	127
2023 Q2	$950K	Sell	5,327 -17,316	-76%	-$3.18M	0.42%	64
2023 Q1	$4.15M	Buy	22,643 +9,687	+75%	+$1.7M	2.03%	8
2022 Q4	$2.2M	Buy	+12,956	New	+$2.09M	1.22%	21
2022 Q3	–	Sell	-23,696	Closed	-$3.99M	–	119
2022 Q2	$3.99M	Buy	23,696 +12,207	+106%	+$2.13M	2.25%	9
2022 Q1	$2.08M	Buy	+11,489	New	+$2.02M	1.02%	24
2021 Q3	–	Sell	-9,743	Closed	-$1.61M	–	116
2021 Q2	$1.61M	Buy	+9,743	New	+$1.66M	0.84%	29
2020 Q3	–	Sell	-4,202	Closed	-$703K	–	104
2020 Q2	$703K	Buy	+4,202	New	+$678K	0.55%	54
2019 Q2	–	Sell	-3,230	Closed	-$394K	–	94
2019 Q1	$394K	Buy	+3,230	New	+$398K	0.38%	60

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s GLD Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its SPDR Gold Trust (GLD) stake by 16% in Q1 2026, selling an estimated $648K and leaving 7,458 shares worth $3.21M. The position accounts for 0.76% of the portfolio, ranked #46.

Midwest Professional Planners Ltd (MPPL) first reported a position in GLD in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.15M in Q1 2023. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) held 7,458 shares of SPDR Gold Trust worth $3.21M as of Q1 2026.
Midwest Professional Planners Ltd (MPPL) sold 1,446 SPDR Gold Trust shares in Q1 2026, an estimated $648K.
SPDR Gold Trust made up 0.76% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #46 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 15 quarters since.
Midwest Professional Planners Ltd (MPPL)'s SPDR Gold Trust position peaked at $4.15M in Q1 2023.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.