Plan Group Financial
GLD icon

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
Q3 		$2.78M Buy
7,369
+271
+4% +$106K 0.55% 63
2026
Q2 		$2.61M Sell
7,098
-5,960
-46% -$2.47M 0.54% 64
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

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Plan Group Financial's GLD Position: Q3 2026 in Review

Plan Group Financial increased its SPDR Gold Trust (GLD) stake by 3.8% in Q3 2026, buying an estimated $106K and bringing the position to 7,369 shares worth $2.78M. The position accounts for 0.55% of the portfolio, ranked #63.

Plan Group Financial first reported a position in GLD in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.79M in Q4 2025. 1,088 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Plan Group Financial held 7,369 shares of SPDR Gold Trust worth $2.78M as of Q3 2026.
  • Plan Group Financial bought 271 SPDR Gold Trust shares in Q3 2026, an estimated $106K.
  • SPDR Gold Trust made up 0.55% of Plan Group Financial's portfolio in Q3 2026, its #63 holding.
  • Plan Group Financial first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 15 quarters since.
  • Plan Group Financial's SPDR Gold Trust position peaked at $6.79M in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.