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Planning Center Inc’s SPDR Gold Trust GLD Stock Holding History

Planning Center Inc’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 		$343K Buy
931
+28
+3% +$11.6K 0.03% 60
2026
Q1 		$389K Hold
903
– – 0.04% 55
2025
Q4 		$358K Hold
903
– – 0.04% 56
2025
Q3 		$321K Buy
903
+30
+3% +$9.56K 0.03% 57
2025
Q2 		$266K Buy
873
+16
+2% +$4.84K 0.03% 62
2025
Q1 		$247K Hold
857
– – 0.03% 62
2024
Q4 		$208K Hold
857
– – 0.03% 68
2024
Q3 		$208K Buy
+857
New +$196K 0.03% 67

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Planning Center Inc's GLD Position: Q2 2026 in Review

Planning Center Inc increased its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 931 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #60.

Planning Center Inc first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Planning Center Inc held 931 shares of SPDR Gold Trust worth $343K as of Q2 2026.
  • Planning Center Inc bought 28 SPDR Gold Trust shares in Q2 2026, an estimated $11.6K.
  • SPDR Gold Trust made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #60 holding.
  • Planning Center Inc first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Planning Center Inc's SPDR Gold Trust position peaked at $389K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.