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OFC Financial Planning’s SPDR Gold Trust GLD Stock Holding History

OFC Financial 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 		$2.27M Sell
5,269
-25
-0.5% -$11.2K 2.23% 9
2025
Q4 		$2.1M Sell
5,294
-135
-2% -$51.6K 1.99% 9
2025
Q3 		$1.93M Hold
5,429
– – 1.91% 9
2025
Q2 		$1.65M Sell
5,429
-4
-0.1% -$1.21K 1.76% 15
2025
Q1 		$1.57M Sell
5,433
-17
-0.3% -$4.5K 1.77% 14
2024
Q4 		$1.32M Buy
+5,450
New +$1.34M 1.39% 16

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

OFC Financial Planning's GLD Position: Q1 2026 in Review

OFC Financial Planning reduced its SPDR Gold Trust (GLD) stake by 0.47% in Q1 2026, selling an estimated $11.2K and leaving 5,269 shares worth $2.27M. The position accounts for 2.23% of the portfolio, ranked #9.

OFC Financial Planning first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • OFC Financial Planning held 5,269 shares of SPDR Gold Trust worth $2.27M as of Q1 2026.
  • OFC Financial Planning sold 25 SPDR Gold Trust shares in Q1 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 2.23% of OFC Financial Planning's portfolio in Q1 2026, its #9 holding.
  • OFC Financial Planning first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on OFC Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.