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Treasure Coast Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Treasure Coast 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
Q2 		– Sell
-505
Closed -$217K – 51
2026
Q1 		$217K Hold
505
– – 0.11% 43
2025
Q4 		$200K Buy
+505
New +$193K 0.11% 46
2025
Q3 		– Sell
-705
Closed -$215K – 45
2025
Q2 		$215K Hold
705
– – 0.13% 38
2025
Q1 		$203K Buy
+705
New +$186K 0.13% 39

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Treasure Coast Financial Planning's GLD Position: Q2 2026 in Review

Treasure Coast Financial Planning sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 505 shares — an estimated $217K sold.

Treasure Coast Financial Planning first reported a position in GLD in Q1 2025 and held it in 4 quarters. The position peaked at $217K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Treasure Coast Financial Planning reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 505 SPDR Gold Trust shares in Q2 2026, an estimated $217K.
  • Treasure Coast Financial Planning first reported a position in SPDR Gold Trust in Q1 2025 and held it in 4 quarters.
  • Treasure Coast Financial Planning's SPDR Gold Trust position peaked at $217K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.