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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sterling Financial Planning's GLD Position: Q1 2026 in Review

Sterling Financial Planning reduced its SPDR Gold Trust (GLD) stake by 9% in Q1 2026, selling an estimated $473K and leaving 10,661 shares worth $4.59M. The position accounts for 1.36% of the portfolio, ranked #21.

Sterling Financial Planning first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.64M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Sterling Financial Planning held 10,661 shares of SPDR Gold Trust worth $4.59M as of Q1 2026.
  • Sterling Financial Planning sold 1,057 SPDR Gold Trust shares in Q1 2026, an estimated $473K.
  • SPDR Gold Trust made up 1.36% of Sterling Financial Planning's portfolio in Q1 2026, its #21 holding.
  • Sterling Financial Planning first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's SPDR Gold Trust position peaked at $4.64M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.