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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
Q2 		$1.12M Sell
3,050
-304
-9% -$126K 0.76% 31
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Total Wealth Planning & Management's GLD Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its SPDR Gold Trust (GLD) stake by 9.1% in Q2 2026, selling an estimated $126K and leaving 3,050 shares worth $1.12M. The position accounts for 0.76% of the portfolio, ranked #31.

Total Wealth Planning & Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Total Wealth Planning & Management held 3,050 shares of SPDR Gold Trust worth $1.12M as of Q2 2026.
  • Total Wealth Planning & Management sold 304 SPDR Gold Trust shares in Q2 2026, an estimated $126K.
  • SPDR Gold Trust made up 0.76% of Total Wealth Planning & Management's portfolio in Q2 2026, its #31 holding.
  • Total Wealth Planning & Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's SPDR Gold Trust position peaked at $1.44M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.