Sterling Financial Planning
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Sterling Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Sterling Financial 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
Q3 		$3.95M Buy
10,375
+87
+0.8% +$34K 1.08% 27
2026
Q2 		$3.79M Sell
10,288
-373
-3% -$155K 1.03% 28
2026
Q1 		$4.59M Sell
10,661
-1,057
-9% -$473K 1.36% 21
2025
Q4 		$4.64M Sell
11,718
-701
-6% -$268K 1.4% 21
2025
Q3 		$4.41M Sell
12,419
-485
-4% -$155K 1.39% 21
2025
Q2 		$3.93M Sell
12,904
-1,019
-7% -$309K 1.31% 22
2025
Q1 		$4.01M Sell
13,923
-706
-5% -$187K 1.45% 22
2024
Q4 		$3.54M Sell
14,629
-519
-3% -$128K 1.3% 24
2024
Q3 		$3.68M Sell
15,148
-272
-2% -$62.3K 1.36% 21
2024
Q2 		$3.32M Sell
15,420
-356
-2% -$77K 1.35% 22
2024
Q1 		$3.25M Sell
15,776
-256
-2% -$49.1K 1.31% 22
2023
Q4 		$3.06M Sell
16,032
-531
-3% -$97.3K 1.33% 23
2023
Q3 		$2.84M Sell
16,563
-281
-2% -$50.2K 1.45% 20
2023
Q2 		$3M Sell
16,844
-532
-3% -$97.8K 1.49% 20
2023
Q1 		$3.18M Sell
17,376
-797
-4% -$140K 1.73% 17
2022
Q4 		$3.08M Sell
18,173
-303
-2% -$48.8K 1.84% 15
2022
Q3 		$2.86M Sell
18,476
-92
-0.5% -$14.8K 2% 14
2022
Q2 		$3.13M Sell
18,568
-644
-3% -$112K 2.2% 14
2022
Q1 		$3.47M Sell
19,212
-154
-0.8% -$27K 2.19% 15
2021
Q4 		$3.31M Buy
19,366
+649
+3% +$109K 2.07% 15
2021
Q3 		$3.07M Buy
18,717
+78
+0.4% +$13.1K 1.96% 15
2021
Q2 		$3.09M Buy
18,639
+767
+4% +$130K 2% 15
2021
Q1 		$2.86M Buy
17,872
+2,015
+13% +$339K 2.04% 14
2020
Q4 		$2.83M Buy
+15,857
New +$2.79M 2.28% 12

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Financial Planning's GLD Position: Q3 2026 in Review

Sterling Financial Planning increased its SPDR Gold Trust (GLD) stake by 0.85% in Q3 2026, buying an estimated $34K and bringing the position to 10,375 shares worth $3.95M. The position accounts for 1.08% of the portfolio, ranked #27.

Sterling Financial Planning first reported a position in GLD in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.64M in Q4 2025. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Sterling Financial Planning held 10,375 shares of SPDR Gold Trust worth $3.95M as of Q3 2026.
  • Sterling Financial Planning bought 87 SPDR Gold Trust shares in Q3 2026, an estimated $34K.
  • SPDR Gold Trust made up 1.08% of Sterling Financial Planning's portfolio in Q3 2026, its #27 holding.
  • Sterling Financial Planning first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Sterling Financial Planning's SPDR Gold Trust position peaked at $4.64M in Q4 2025.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.