Valtinson Bruner Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Valtinson Bruner 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	$533K	Buy	1,448 +94	+7%	+$38.9K	0.13%	85
2026 Q1	$583K	Sell	1,354 -21	-2%	-$9.4K	0.16%	72
2025 Q4	$545K	Buy	1,375 +44	+3%	+$16.8K	0.16%	75
2025 Q3	$473K	Buy	1,331 +55	+4%	+$17.5K	0.14%	87
2025 Q2	$389K	Buy	1,276 +69	+6%	+$20.9K	0.12%	93
2025 Q1	$348K	Buy	1,207 +45	+4%	+$11.9K	0.12%	93
2024 Q4	$281K	Buy	1,162 +126	+12%	+$31K	0.1%	116
2024 Q3	$252K	Buy	1,036 +17	+2%	+$3.89K	0.09%	120
2024 Q2	$219K	Sell	1,019 -51	-5%	-$11K	0.09%	119
2024 Q1	$220K	Buy	1,070 +3	+0.3%	+$576	0.09%	114
2023 Q4	$204K	Buy	+1,067	New	+$196K	0.1%	110

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valtinson Bruner Financial Planning's GLD Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its SPDR Gold Trust (GLD) stake by 6.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 1,448 shares worth $533K. The position accounts for 0.13% of the portfolio, ranked #85.

Valtinson Bruner Financial Planning first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Valtinson Bruner Financial Planning held 1,448 shares of SPDR Gold Trust worth $533K as of Q2 2026.
Valtinson Bruner Financial Planning bought 94 SPDR Gold Trust shares in Q2 2026, an estimated $38.9K.
SPDR Gold Trust made up 0.13% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #85 holding.
Valtinson Bruner Financial Planning first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Valtinson Bruner Financial Planning's SPDR Gold Trust position peaked at $583K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.