Retirement Planning Group (Kansas)’s SPDR Gold Trust GLD Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$8.95M	Buy	20,788 +1,903	+10%	+$852K	0.28%	40
2025 Q4	$7.48M	Sell	18,885 -145	-0.8%	-$55.4K	0.25%	42
2025 Q3	$6.76M	Buy	19,030 +5,378	+39%	+$1.71M	0.23%	45
2025 Q2	$4.16M	Sell	13,652 -1,263	-8%	-$382K	0.18%	48
2025 Q1	$4.3M	Sell	14,915 -429	-3%	-$113K	0.2%	45
2024 Q4	$3.72M	Sell	15,344 -448	-3%	-$110K	0.19%	47
2024 Q3	$3.84M	Sell	15,792 -1,501	-9%	-$344K	0.21%	55
2024 Q2	$3.72M	Sell	17,293 -2,830	-14%	-$612K	0.24%	44
2024 Q1	$4.14M	Buy	20,123 +15,289	+316%	+$2.93M	0.32%	39
2023 Q4	$924K	Buy	+4,834	New	+$886K	0.08%	80
2021 Q3	–	Sell	-1,506	Closed	-$249K	–	90
2021 Q2	$249K	Buy	+1,506	New	+$256K	0.03%	75

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Planning Group (Kansas)'s GLD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its SPDR Gold Trust (GLD) stake by 10% in Q1 2026, buying an estimated $852K and bringing the position to 20,788 shares worth $8.95M. The position accounts for 0.28% of the portfolio, ranked #40.

Retirement Planning Group (Kansas) first reported a position in GLD in Q2 2021 and has held it in 11 quarters since. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Retirement Planning Group (Kansas) held 20,788 shares of SPDR Gold Trust worth $8.95M as of Q1 2026.
Retirement Planning Group (Kansas) bought 1,903 SPDR Gold Trust shares in Q1 2026, an estimated $852K.
SPDR Gold Trust made up 0.28% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #40 holding.
Retirement Planning Group (Kansas) first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 11 quarters since.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.