Vertex Planning Partners’s SPDR Gold Trust GLD Stock Holding History

Vertex Planning Partners’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	$1.13M	Sell	3,065 -72	-2%	-$29.8K	0.17%	60
2026 Q1	$1.35M	Buy	3,137 +71	+2%	+$31.8K	0.26%	49
2025 Q4	$1.22M	Hold	3,066	–	–	0.28%	47
2025 Q3	$1.09M	Buy	3,066 +355	+13%	+$113K	0.21%	67
2025 Q2	$826K	Sell	2,711 -192	-7%	-$58.1K	0.17%	73
2025 Q1	$836K	Buy	2,903 +106	+4%	+$28K	0.18%	69
2024 Q4	$677K	Buy	2,797 +222	+9%	+$54.6K	0.15%	82
2024 Q3	$626K	Buy	2,575 +320	+14%	+$73.3K	0.15%	72
2024 Q2	$485K	Buy	2,255 +235	+12%	+$50.8K	0.13%	87
2024 Q1	$416K	Hold	2,020	–	–	0.12%	100
2023 Q4	$386K	Buy	2,020 +55	+3%	+$10.1K	0.11%	103
2023 Q3	$337K	Hold	1,965	–	–	0.12%	93
2023 Q2	$350K	Buy	1,965 +566	+40%	+$104K	0.12%	87
2023 Q1	$256K	Buy	+1,399	New	+$246K	0.1%	105

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

Vertex Planning Partners's GLD Position: Q2 2026 in Review

Vertex Planning Partners reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, selling an estimated $29.8K and leaving 3,065 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #60.

Vertex Planning Partners first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.35M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Vertex Planning Partners held 3,065 shares of SPDR Gold Trust worth $1.13M as of Q2 2026.
Vertex Planning Partners sold 72 SPDR Gold Trust shares in Q2 2026, an estimated $29.8K.
SPDR Gold Trust made up 0.17% of Vertex Planning Partners's portfolio in Q2 2026, its #60 holding.
Vertex Planning Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
Vertex Planning Partners's SPDR Gold Trust position peaked at $1.35M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.