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Prepared Retirement Institute’s SPDR Gold Trust GLD Stock Holding History

Prepared Retirement Institute’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 		$489K Hold
1,328
– – 0.21% 51
2026
Q1 		$571K Hold
1,328
– – 0.28% 42
2025
Q4 		$526K Buy
1,328
+21
+2% +$8.02K 0.26% 47
2025
Q3 		$465K Buy
1,307
+135
+12% +$43K 0.24% 47
2025
Q2 		$357K Hold
1,172
– – 0.21% 53
2025
Q1 		$338K Buy
+1,172
New +$310K 0.22% 53

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

Prepared Retirement Institute's GLD Position: Q2 2026 in Review

Prepared Retirement Institute held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,328 shares worth $489K. The position accounts for 0.21% of the portfolio, ranked #51.

Prepared Retirement Institute first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $571K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Prepared Retirement Institute held 1,328 shares of SPDR Gold Trust worth $489K as of Q2 2026.
  • Prepared Retirement Institute left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.21% of Prepared Retirement Institute's portfolio in Q2 2026, its #51 holding.
  • Prepared Retirement Institute first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Prepared Retirement Institute's SPDR Gold Trust position peaked at $571K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.