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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Plan Group Financial's GLD Position: Q2 2026 in Review

Plan Group Financial reduced its SPDR Gold Trust (GLD) stake by 46% in Q2 2026, selling an estimated $2.47M and leaving 7,098 shares worth $2.61M. The position accounts for 0.54% of the portfolio, ranked #64.

Plan Group Financial first reported a position in GLD in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.79M in Q4 2025. 3,030 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Plan Group Financial held 7,098 shares of SPDR Gold Trust worth $2.61M as of Q2 2026.
Plan Group Financial sold 5,960 SPDR Gold Trust shares in Q2 2026, an estimated $2.47M.
SPDR Gold Trust made up 0.54% of Plan Group Financial's portfolio in Q2 2026, its #64 holding.
Plan Group Financial first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 14 quarters since.
Plan Group Financial's SPDR Gold Trust position peaked at $6.79M in Q4 2025.
3,030 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.