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 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 $1.37T 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

Vertex Planning Partners's GLD Position: Q1 2026 in Review

Vertex Planning Partners increased its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, buying an estimated $31.8K and bringing the position to 3,137 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #49.

Vertex Planning Partners first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Vertex Planning Partners held 3,137 shares of SPDR Gold Trust worth $1.35M as of Q1 2026.
Vertex Planning Partners bought 71 SPDR Gold Trust shares in Q1 2026, an estimated $31.8K.
SPDR Gold Trust made up 0.26% of Vertex Planning Partners's portfolio in Q1 2026, its #49 holding.
Vertex Planning Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.