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Planned Solutions’s SPDR Gold Trust GLD Stock Holding History

Planned Solutions’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 		– Sell
-488
Closed -$210K – 160
2026
Q1 		$210K Buy
+488
New +$219K 0.07% 132
2024
Q4 		– Sell
-338
Closed -$82.2K – 309
2024
Q3 		$82.2K Buy
+338
New +$77.4K 0.03% 235
2024
Q1 		– Sell
-338
Closed -$64.6K – 262
2023
Q4 		$64.6K Buy
+338
New +$61.9K 0.03% 246
2021
Q1 		– Sell
-338
Closed -$60K – 193
2020
Q4 		$60K Hold
338
– – 0.05% 169
2020
Q3 		$60K Buy
+338
New +$60.7K 0.06% 126

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Planned Solutions's GLD Position: Q2 2026 in Review

Planned Solutions sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 488 shares — an estimated $210K sold.

Planned Solutions first reported a position in GLD in Q3 2020 and held it in 5 quarters. The position peaked at $210K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Planned Solutions reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Planned Solutions sold 488 SPDR Gold Trust shares in Q2 2026, an estimated $210K.
  • Planned Solutions first reported a position in SPDR Gold Trust in Q3 2020 and held it in 5 quarters.
  • Planned Solutions's SPDR Gold Trust position peaked at $210K in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.