Next Level Wealth Planning’s SPDR Gold Trust GLD Stock Holding History

Next Level Wealth 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 Q3	$98.3K	Buy	+258	New	+$101K	0.04%	115

Other funds holding GLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Next Level Wealth Planning's GLD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 258 shares worth $98.3K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings.

1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Next Level Wealth Planning held 258 shares of SPDR Gold Trust worth $98.3K as of Q3 2026.
SPDR Gold Trust was a new Next Level Wealth Planning position in Q3 2026.
SPDR Gold Trust made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #115 holding.
1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.