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Peak Planning Group’s SPDR Gold Trust GLD Stock Holding History

Peak Planning Group’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
Q2 		$2.74M Sell
7,438
-237
-3% -$98.2K 0.62% 26
2026
Q1 		$3.3M Sell
7,675
-55
-0.7% -$24.6K 0.92% 22
2025
Q4 		$3.06M Buy
7,730
+1,151
+17% +$440K 0.86% 20
2025
Q3 		$2.34M Buy
6,579
+19
+0.3% +$6.05K 1.22% 15
2025
Q2 		$2M Sell
6,560
-1,393
-18% -$422K 1.28% 14
2025
Q1 		$2.29M Sell
7,953
-227
-3% -$60K 0.96% 20
2024
Q4 		$1.98M Sell
8,180
-110
-1% -$27K 0.83% 21
2024
Q3 		$2.01M Sell
8,290
-268
-3% -$61.4K 0.88% 21
2024
Q2 		$1.84M Buy
8,558
+821
+11% +$178K 0.9% 20
2024
Q1 		$1.59M Sell
7,737
-32
-0.4% -$6.14K 1% 22
2023
Q4 		$1.49M Buy
7,769
+162
+2% +$29.7K 1.07% 21
2023
Q3 		$1.3M Sell
7,607
-225
-3% -$40.2K 1.02% 23
2023
Q2 		$1.4M Buy
7,832
+138
+2% +$25.4K 1.04% 22
2023
Q1 		$1.41M Hold
7,694
– – 1.14% 21
2022
Q4 		$1.31M Sell
7,694
-1,953
-20% -$315K 1.15% 24
2022
Q3 		$1.49M Sell
9,647
-2,573
-21% -$414K 1.38% 18
2022
Q2 		$2.06M Buy
+12,220
New +$2.13M 1.73% 15
2021
Q4 		$2.07M Sell
12,094
-2,581
-18% -$433K 1.53% 15
2021
Q3 		$2.41M Buy
+14,675
New +$2.46M 2.07% 11
2021
Q1 		$2.77M Buy
17,299
+195
+1% +$32.8K 2.7% 10
2020
Q4 		$3.05M Buy
17,104
+306
+2% +$53.9K 3.47% 8
2020
Q3 		$2.98M Buy
+16,798
New +$3.02M 4.16% 7

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Peak Planning Group's GLD Position: Q2 2026 in Review

Peak Planning Group reduced its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, selling an estimated $98.2K and leaving 7,438 shares worth $2.74M. The position accounts for 0.62% of the portfolio, ranked #26.

Peak Planning Group first reported a position in GLD in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.3M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Peak Planning Group held 7,438 shares of SPDR Gold Trust worth $2.74M as of Q2 2026.
  • Peak Planning Group sold 237 SPDR Gold Trust shares in Q2 2026, an estimated $98.2K.
  • SPDR Gold Trust made up 0.62% of Peak Planning Group's portfolio in Q2 2026, its #26 holding.
  • Peak Planning Group first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's SPDR Gold Trust position peaked at $3.3M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.