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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

XY Planning Network's GLD Position: Q2 2026 in Review

XY Planning Network reduced its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, selling an estimated $165K and leaving 1,029 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #247.

XY Planning Network first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $625K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • XY Planning Network held 1,029 shares of SPDR Gold Trust worth $379K as of Q2 2026.
  • XY Planning Network sold 398 SPDR Gold Trust shares in Q2 2026, an estimated $165K.
  • SPDR Gold Trust made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #247 holding.
  • XY Planning Network first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's SPDR Gold Trust position peaked at $625K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.