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WealthPlan Investment Management’s SPDR Gold Trust GLD Stock Holding History

WealthPlan Investment Management’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 		$2M Buy
4,646
+61
+1% +$27.3K 0.11% 158
2025
Q4 		$1.82M Sell
4,585
-260
-5% -$99.3K 0.12% 149
2025
Q3 		$1.72M Sell
4,845
-38
-0.8% -$12.1K 0.11% 138
2025
Q2 		$1.49M Buy
4,883
+3,995
+450% +$1.21M 0.11% 151
2025
Q1 		$256K Sell
888
-15
-2% -$3.97K 0.03% 238
2024
Q4 		$219K Sell
903
-235
-21% -$57.7K 0.02% 248
2024
Q3 		$277K Buy
+1,138
New +$261K 0.03% 217
2023
Q3 		– Sell
-408
Closed -$72.7K – 231
2023
Q2 		$72.7K Sell
408
-100
-20% -$18.4K 0.02% 173
2023
Q1 		$93.1K Sell
508
-10,304
-95% -$1.81M 0.02% 202
2022
Q4 		$1.86M Buy
10,812
+1,773
+20% +$286K 0.13% 129
2022
Q3 		$1.5M Buy
+9,039
New +$1.45M 0.11% 135
2022
Q1 		$462K Buy
+2,612
New +$458K 0.03% 260

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's GLD Position: Q1 2026 in Review

WealthPlan Investment Management increased its SPDR Gold Trust (GLD) stake by 1.3% in Q1 2026, buying an estimated $27.3K and bringing the position to 4,646 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #158.

WealthPlan Investment Management first reported a position in GLD in Q1 2022 and has held it in 12 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • WealthPlan Investment Management held 4,646 shares of SPDR Gold Trust worth $2M as of Q1 2026.
  • WealthPlan Investment Management bought 61 SPDR Gold Trust shares in Q1 2026, an estimated $27.3K.
  • SPDR Gold Trust made up 0.11% of WealthPlan Investment Management's portfolio in Q1 2026, its #158 holding.
  • WealthPlan Investment Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 12 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.