PDS Planning’s SPDR Gold Trust GLD Stock Holding History

PDS 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	$1.81M	Sell	4,217 -101	-2%	-$45.2K	0.12%	85
2025 Q4	$1.71M	Sell	4,318 -529	-11%	-$202K	0.11%	83
2025 Q3	$1.72M	Sell	4,847 -61	-1%	-$19.4K	0.12%	80
2025 Q2	$1.5M	Sell	4,908 -492	-9%	-$149K	0.11%	84
2025 Q1	$1.56M	Buy	5,400 +467	+9%	+$123K	0.13%	74
2024 Q4	$1.19M	Buy	4,933 +22	+0.4%	+$5.41K	0.11%	84
2024 Q3	$1.19M	Buy	4,911 +72	+1%	+$16.5K	0.11%	84
2024 Q2	$1.04M	Buy	4,839 +1,373	+40%	+$297K	0.11%	82
2024 Q1	$713K	Hold	3,466	–	–	0.07%	116
2023 Q4	$663K	Sell	3,466 -1,125	-25%	-$206K	0.08%	108
2023 Q3	$787K	Hold	4,591	–	–	0.1%	88
2023 Q2	$818K	Sell	4,591 -183	-4%	-$33.6K	0.1%	89
2023 Q1	$875K	Buy	4,774 +295	+7%	+$51.9K	0.12%	78
2022 Q4	$760K	Sell	4,479 -20	-0.4%	-$3.22K	0.12%	71
2022 Q3	$696K	Sell	4,499 -433	-9%	-$69.6K	0.13%	68
2022 Q2	$831K	Hold	4,932	–	–	0.15%	68
2022 Q1	$891K	Sell	4,932 -450	-8%	-$78.9K	0.16%	63
2021 Q4	$920K	Sell	5,382 -57	-1%	-$9.57K	0.18%	59
2021 Q3	$893K	Sell	5,439 -127	-2%	-$21.3K	0.21%	55
2021 Q2	$922K	Sell	5,566 -106	-2%	-$18K	0.22%	52
2021 Q1	$907K	Buy	5,672 +68	+1%	+$11.4K	0.26%	50
2020 Q4	$1M	Sell	5,604 -55	-1%	-$9.69K	0.34%	43
2020 Q3	$1M	Buy	5,659 +484	+9%	+$87K	0.41%	43
2020 Q2	$866K	Hold	5,175	–	–	0.39%	42
2020 Q1	$766K	Buy	5,175 +124	+2%	+$18.5K	0.49%	39
2019 Q4	$722K	Sell	5,051 -11	-0.2%	-$1.54K	0.46%	43
2019 Q3	$703K	Buy	5,062 +34	+0.7%	+$4.73K	0.49%	40
2019 Q2	$670K	Sell	5,028 -19	-0.4%	-$2.35K	0.5%	42
2019 Q1	$616K	Sell	5,047 -253	-5%	-$31.2K	0.48%	42
2018 Q4	$643K	Buy	5,300 +837	+19%	+$97.2K	0.55%	37
2018 Q3	$503K	Sell	4,463 -747	-14%	-$85.7K	0.43%	42
2018 Q2	$618K	Sell	5,210 -62	-1%	-$7.68K	0.61%	35
2018 Q1	$663K	Sell	5,272 -621	-11%	-$78.3K	0.67%	34
2017 Q4	$729K	Buy	+5,893	New	+$714K	0.74%	32

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

PDS Planning's GLD Position: Q1 2026 in Review

PDS Planning reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, selling an estimated $45.2K and leaving 4,217 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #85.

PDS Planning first reported a position in GLD in Q4 2017 and has held it in 34 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

PDS Planning held 4,217 shares of SPDR Gold Trust worth $1.81M as of Q1 2026.
PDS Planning sold 101 SPDR Gold Trust shares in Q1 2026, an estimated $45.2K.
SPDR Gold Trust made up 0.12% of PDS Planning's portfolio in Q1 2026, its #85 holding.
PDS Planning first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 34 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.