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Ridgeline Wealth Planning’s SPDR Gold Trust GLD Stock Holding History

Ridgeline Wealth Planning’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
-933
Closed -$401K – 54
2026
Q1 		$401K Sell
933
-18
-2% -$8.06K 0.29% 35
2025
Q4 		$377K Buy
+951
New +$363K 0.27% 36

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Ridgeline Wealth Planning's GLD Position: Q2 2026 in Review

Ridgeline Wealth Planning sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 933 shares — an estimated $401K sold.

Ridgeline Wealth Planning first reported a position in GLD in Q4 2025 and held it in 2 quarters. The position peaked at $401K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Ridgeline Wealth Planning reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Ridgeline Wealth Planning sold 933 SPDR Gold Trust shares in Q2 2026, an estimated $401K.
  • Ridgeline Wealth Planning first reported a position in SPDR Gold Trust in Q4 2025 and held it in 2 quarters.
  • Ridgeline Wealth Planning's SPDR Gold Trust position peaked at $401K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.