PL
GLD icon

Plancorp LLC’s SPDR Gold Trust GLD Stock Holding History

Plancorp LLC’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 		$471K Buy
1,283
+29
+2% +$12K 0.01% 265
2026
Q1 		$548K Buy
1,254
+342
+38% +$153K 0.02% 215
2025
Q4 		$361K Buy
912
+5
+0.6% +$1.91K 0.01% 256
2025
Q3 		$322K Buy
907
+57
+7% +$18.2K 0.01% 286
2025
Q2 		$259K Sell
850
-398
-32% -$121K 0.01% 320
2025
Q1 		$360K Buy
+1,248
New +$330K 0.01% 254

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Plancorp LLC's GLD Position: Q2 2026 in Review

Plancorp LLC increased its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, buying an estimated $12K and bringing the position to 1,283 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #265.

Plancorp LLC first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q1 2026. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Plancorp LLC held 1,283 shares of SPDR Gold Trust worth $471K as of Q2 2026.
  • Plancorp LLC bought 29 SPDR Gold Trust shares in Q2 2026, an estimated $12K.
  • SPDR Gold Trust made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #265 holding.
  • Plancorp LLC first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Plancorp LLC's SPDR Gold Trust position peaked at $548K in Q1 2026.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.