XY Planning Network
GLD icon

XY Planning Network’s SPDR Gold Trust GLD Stock Holding History

XY Planning Network’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
Q3 		$390K Sell
1,024
-5
-0.5% -$1.96K 0.04% 280
2026
Q2 		$379K Sell
1,029
-398
-28% -$165K 0.05% 247
2026
Q1 		$625K Buy
1,427
+643
+82% +$288K 0.1% 169
2025
Q4 		$311K Buy
+784
New +$299K 0.05% 216

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

XY Planning Network's GLD Position: Q3 2026 in Review

XY Planning Network reduced its SPDR Gold Trust (GLD) stake by 0.49% in Q3 2026, selling an estimated $1.96K and leaving 1,024 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #280.

XY Planning Network first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $625K in Q1 2026. 1,432 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • XY Planning Network held 1,024 shares of SPDR Gold Trust worth $390K as of Q3 2026.
  • XY Planning Network sold 5 SPDR Gold Trust shares in Q3 2026, an estimated $1.96K.
  • SPDR Gold Trust made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #280 holding.
  • XY Planning Network first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's SPDR Gold Trust position peaked at $625K in Q1 2026.
  • 1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.