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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
Q2 		$847K Hold
2,300
– – 0.04% 251
2026
Q1 		$990K Buy
+2,300
New +$1.03M 0.06% 219

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPlan Investment Management's GLD Position: Q2 2026 in Review

WealthPlan Investment Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 4,646 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #176.

WealthPlan Investment Management first reported a position in GLD in Q1 2022 and has held it in 13 quarters since. The position peaked at $2M in Q1 2026. 1,180 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WealthPlan Investment Management held 4,646 shares of SPDR Gold Trust worth $1.71M as of Q2 2026.
  • WealthPlan Investment Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #176 holding.
  • WealthPlan Investment Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 13 quarters since.
  • WealthPlan Investment Management's SPDR Gold Trust position peaked at $2M in Q1 2026.
  • 1,180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.