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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valtinson Bruner Financial Planning's GLD Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q1 2026, selling an estimated $9.4K and leaving 1,354 shares worth $583K. The position accounts for 0.16% of the portfolio, ranked #72.

Valtinson Bruner Financial Planning first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Valtinson Bruner Financial Planning held 1,354 shares of SPDR Gold Trust worth $583K as of Q1 2026.
Valtinson Bruner Financial Planning sold 21 SPDR Gold Trust shares in Q1 2026, an estimated $9.4K.
SPDR Gold Trust made up 0.16% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #72 holding.
Valtinson Bruner Financial Planning first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.