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

Peak Retirement 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
Q2 		$377K Buy
1,024
+268
+35% +$111K 0.06% 119
2026
Q1 		$325K Buy
756
+59
+8% +$26.4K 0.06% 119
2025
Q4 		$276K Sell
697
-177
-20% -$67.6K 0.06% 127
2025
Q3 		$311K Buy
+874
New +$279K 0.09% 111

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 $59.9B AUM 27.01% 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 Retirement Planning's GLD Position: Q2 2026 in Review

Peak Retirement Planning increased its SPDR Gold Trust (GLD) stake by 35% in Q2 2026, buying an estimated $111K and bringing the position to 1,024 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #119.

Peak Retirement Planning first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. 3,009 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Peak Retirement Planning held 1,024 shares of SPDR Gold Trust worth $377K as of Q2 2026.
  • Peak Retirement Planning bought 268 SPDR Gold Trust shares in Q2 2026, an estimated $111K.
  • SPDR Gold Trust made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #119 holding.
  • Peak Retirement Planning first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • 3,009 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.