Plan Group Financial’s SPDR Gold Trust GLD Stock Holding History

Plan Group Financial’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	$5.62M	Sell	13,058 -4,066	-24%	-$1.82M	1.32%	22
2025 Q4	$6.79M	Buy	17,124 +2,741	+19%	+$1.05M	1.76%	12
2025 Q3	$5.11M	Buy	14,383 +2,792	+24%	+$890K	1.37%	18
2025 Q2	$3.53M	Sell	11,591 -4,568	-28%	-$1.38M	1.16%	26
2025 Q1	$4.66M	Buy	16,159 +10,364	+179%	+$2.74M	1.66%	18
2024 Q4	$1.4M	Buy	5,795 +616	+12%	+$151K	0.74%	27
2024 Q3	$1.26M	Sell	5,179 -38	-0.7%	-$8.7K	0.66%	29
2024 Q2	$1.12M	Sell	5,217 -4,390	-46%	-$949K	0.69%	26
2024 Q1	$1.98M	Buy	9,607 +84	+0.9%	+$16.1K	1.3%	20
2023 Q4	$1.82M	Sell	9,523 -919	-9%	-$168K	1.6%	19
2023 Q3	$1.79M	Sell	10,442 -2,149	-17%	-$384K	1.29%	18
2023 Q2	$2.25M	Buy	+12,591	New	+$2.31M	1.88%	13
2022 Q2	$1.43M	Buy	+8,315	New	+$1.45M	2.46%	15

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

Plan Group Financial's GLD Position: Q1 2026 in Review

Plan Group Financial reduced its SPDR Gold Trust (GLD) stake by 24% in Q1 2026, selling an estimated $1.82M and leaving 13,058 shares worth $5.62M. The position accounts for 1.32% of the portfolio, ranked #22.

Plan Group Financial first reported a position in GLD in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.79M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Plan Group Financial held 13,058 shares of SPDR Gold Trust worth $5.62M as of Q1 2026.
Plan Group Financial sold 4,066 SPDR Gold Trust shares in Q1 2026, an estimated $1.82M.
SPDR Gold Trust made up 1.32% of Plan Group Financial's portfolio in Q1 2026, its #22 holding.
Plan Group Financial first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's SPDR Gold Trust position peaked at $6.79M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.