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Total Wealth Planning & Management’s SPDR Gold Trust GLD Stock Holding History

Total Wealth Planning & Management’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 		$1.44M Buy
3,354
+92
+3% +$41.2K 1.07% 17
2025
Q4 		$1.29M Buy
+3,262
New +$1.25M 0.96% 19
2025
Q2 		$992K Sell
3,253
-5
-0.2% -$1.51K 0.8% 29
2025
Q1 		$939K Buy
3,258
+272
+9% +$71.9K 0.89% 26
2024
Q4 		$723K Buy
+2,986
New +$734K 0.66% 36

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

Total Wealth Planning & Management's GLD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its SPDR Gold Trust (GLD) stake by 2.8% in Q1 2026, buying an estimated $41.2K and bringing the position to 3,354 shares worth $1.44M. The position accounts for 1.07% of the portfolio, ranked #17.

Total Wealth Planning & Management first reported a position in GLD in Q4 2024 and has held it in 5 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Total Wealth Planning & Management held 3,354 shares of SPDR Gold Trust worth $1.44M as of Q1 2026.
  • Total Wealth Planning & Management bought 92 SPDR Gold Trust shares in Q1 2026, an estimated $41.2K.
  • SPDR Gold Trust made up 1.07% of Total Wealth Planning & Management's portfolio in Q1 2026, its #17 holding.
  • Total Wealth Planning & Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.