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Pinnacle Wealth Planning Services’s SPDR Gold Trust GLD Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.92M Sell
4,457
-13
-0.3% -$5.82K 0.2% 60
2025
Q4 		$1.77M Buy
4,470
+66
+1% +$25.2K 0.19% 63
2025
Q3 		$1.57M Buy
4,404
+13
+0.3% +$4.14K 0.18% 69
2025
Q2 		$1.34M Buy
4,391
+115
+3% +$34.8K 0.18% 75
2025
Q1 		$1.23M Buy
4,276
+272
+7% +$71.9K 0.19% 65
2024
Q4 		$969K Buy
4,004
+1,382
+53% +$340K 0.15% 85
2024
Q3 		$637K Hold
2,622
– – 0.09% 153
2024
Q2 		$564K Hold
2,622
– – 0.08% 161
2024
Q1 		$539K Hold
2,622
– – 0.08% 172
2023
Q4 		$501K Hold
2,622
– – 0.08% 175
2023
Q3 		$450K Sell
2,622
-50
-2% -$8.94K 0.07% 179
2023
Q2 		$476K Sell
2,672
-37
-1% -$6.8K 0.08% 176
2023
Q1 		$496K Sell
2,709
-9,076
-77% -$1.6M 0.08% 175
2022
Q4 		$2M Hold
11,785
– – 0.36% 49
2022
Q3 		$1.82M Buy
11,785
+30
+0.3% +$4.82K 0.34% 51
2022
Q2 		$1.98M Sell
11,755
-163
-1% -$28.5K 0.36% 50
2022
Q1 		$2.15M Buy
11,918
+8,940
+300% +$1.57M 0.39% 46
2021
Q4 		$509K Hold
2,978
– – 0.1% 148
2021
Q3 		$489K Sell
2,978
-3,924
-57% -$657K 0.11% 143
2021
Q2 		$1.14M Hold
6,902
– – 0.27% 67
2021
Q1 		$1.1M Buy
6,902
+2,594
+60% +$436K 0.28% 65
2020
Q4 		$768K Buy
4,308
+87
+2% +$15.3K 0.18% 80
2020
Q3 		$748K Buy
4,221
+106
+3% +$19K 0.25% 74
2020
Q2 		$689K Buy
4,115
+1
+0% +$161 0.22% 79
2020
Q1 		$608K Sell
4,114
-390
-9% -$58.1K 0.29% 71
2019
Q4 		$643K Sell
4,504
-10
-0.2% -$1.4K 0.3% 72
2019
Q3 		$626K Buy
4,514
+56
+1% +$7.79K 0.34% 61
2019
Q2 		$594K Hold
4,458
– – 0.36% 53
2019
Q1 		$544K Buy
4,458
+1,663
+59% +$205K 0.37% 51
2018
Q4 		$339K Buy
2,795
+539
+24% +$62.6K 0.22% 84
2018
Q3 		$254K Hold
2,256
– – 0.23% 134
2018
Q2 		$268K Hold
2,256
– – 0.26% 125
2018
Q1 		$284K Buy
+2,256
New +$285K 0.29% 117

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

Pinnacle Wealth Planning Services's GLD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its SPDR Gold Trust (GLD) stake by 0.29% in Q1 2026, selling an estimated $5.82K and leaving 4,457 shares worth $1.92M. The position accounts for 0.2% of the portfolio, ranked #60.

Pinnacle Wealth Planning Services first reported a position in GLD in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.15M in Q1 2022. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,457 shares of SPDR Gold Trust worth $1.92M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 13 SPDR Gold Trust shares in Q1 2026, an estimated $5.82K.
  • SPDR Gold Trust made up 0.2% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #60 holding.
  • Pinnacle Wealth Planning Services first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 33 quarters since.
  • Pinnacle Wealth Planning Services's SPDR Gold Trust position peaked at $2.15M in Q1 2022.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.