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WealthPLAN Partners’s SPDR Gold Trust GLD Stock Holding History

WealthPLAN 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 		$1.44M Buy
3,920
+226
+6% +$93.6K 0.28% 81
2026
Q1 		$1.59M Sell
3,694
-326
-8% -$146K 0.31% 90
2025
Q4 		$1.59M Buy
4,020
+1,370
+52% +$523K 0.24% 100
2025
Q3 		$942K Buy
2,650
+92
+4% +$29.3K 0.14% 132
2025
Q2 		$780K Sell
2,558
-397
-13% -$120K 0.13% 142
2025
Q1 		$851K Buy
2,955
+51
+2% +$13.5K 0.12% 134
2024
Q4 		$703K Buy
2,904
+1,096
+61% +$269K 0.1% 144
2024
Q3 		$439K Sell
1,808
-307
-15% -$70.3K 0.06% 187
2024
Q2 		$455K Sell
2,115
-2,124
-50% -$459K 0.05% 213
2024
Q1 		$872K Sell
4,239
-19
-0.4% -$3.65K 0.09% 158
2023
Q4 		$814K Buy
4,258
+6
+0.1% +$1.1K 0.08% 168
2023
Q3 		$729K Sell
4,252
-3,211
-43% -$574K 0.08% 164
2023
Q2 		$1.33M Sell
7,463
-1,329
-15% -$244K 0.19% 119
2023
Q1 		$1.61M Sell
8,792
-2,020
-19% -$355K 0.18% 107
2022
Q4 		$1.87M Buy
+10,812
New +$1.74M 0.13% 129
2022
Q1 		$462K Buy
2,612
+133
+5% +$23.3K 0.03% 260
2021
Q4 		$417K Buy
2,479
+55
+2% +$9.23K 0.03% 272
2021
Q3 		$404K Sell
2,424
-10
-0.4% -$1.67K 0.03% 279
2021
Q2 		$399K Buy
2,434
+115
+5% +$19.5K 0.03% 258
2021
Q1 		$386K Buy
2,319
+485
+26% +$81.5K 0.03% 249
2020
Q4 		$308K Buy
1,834
+343
+23% +$60.4K 0.03% 261
2020
Q3 		$262K Buy
1,491
+43
+3% +$7.73K 0.03% 271
2020
Q2 		$265K Buy
+1,448
New +$234K 0.03% 259
2017
Q2 		– Sell
-350
Closed -$41.9K – 274
2017
Q1 		$41.9K Buy
+350
New +$40.7K 0.15% 122
2016
Q3 		$185K Sell
1,527
-19,180
-93% -$2.44M 0.06% 154
2016
Q2 		$2.2M Buy
+20,707
New +$2.49M 0.28% 63
2015
Q4 		$29.3K Buy
+1,164
New +$123K ﹤0.01% 775
2015
Q2 		$49K Buy
438
+150
+52% +$17.2K 0.02% 172
2015
Q1 		$33K Buy
+288
New +$33.7K 0.02% 276

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPLAN Partners's GLD Position: Q2 2026 in Review

WealthPLAN Partners increased its SPDR Gold Trust (GLD) stake by 6.1% in Q2 2026, buying an estimated $93.6K and bringing the position to 3,920 shares worth $1.44M. The position accounts for 0.28% of the portfolio, ranked #81.

WealthPLAN Partners first reported a position in GLD in Q1 2015 and has held it in 29 quarters since. The position peaked at $2.2M in Q2 2016. 1,350 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WealthPLAN Partners held 3,920 shares of SPDR Gold Trust worth $1.44M as of Q2 2026.
  • WealthPLAN Partners bought 226 SPDR Gold Trust shares in Q2 2026, an estimated $93.6K.
  • SPDR Gold Trust made up 0.28% of WealthPLAN Partners's portfolio in Q2 2026, its #81 holding.
  • WealthPLAN Partners first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 29 quarters since.
  • WealthPLAN Partners's SPDR Gold Trust position peaked at $2.2M in Q2 2016.
  • 1,350 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.