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EP Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

EP Wealth Advisors’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 		$23.5M Buy
54,704
+5,740
+12% +$2.57M 0.12% 120
2025
Q4 		$19.4M Buy
+48,964
New +$18.7M 0.1% 133
2025
Q2 		$13.9M Buy
45,586
+3,923
+9% +$1.19M 0.09% 155
2025
Q1 		$12M Buy
41,663
+565
+1% +$149K 0.1% 140
2024
Q4 		$9.95M Buy
41,098
+607
+1% +$149K 0.08% 142
2024
Q3 		$9.84M Sell
40,491
-42
-0.1% -$9.62K 0.08% 149
2024
Q2 		$8.71M Buy
40,533
+901
+2% +$195K 0.09% 130
2024
Q1 		$8.15M Sell
39,632
-1,805
-4% -$346K 0.1% 124
2023
Q4 		$7.92M Buy
41,437
+1,298
+3% +$238K 0.1% 123
2023
Q3 		$6.88M Buy
40,139
+32,791
+446% +$5.86M 0.11% 127
2023
Q2 		$7.18M Buy
7,348
+5,112
+229% +$939K 0.1% 123
2023
Q1 		$246K Sell
2,236
-12,057
-84% -$2.12M ﹤0.01% 532
2022
Q4 		$2.42M Buy
14,293
+3,155
+28% +$508K 0.04% 204
2022
Q3 		$1.72M Buy
11,138
+4,547
+69% +$731K 0.04% 200
2022
Q2 		$1.11M Sell
6,591
-85
-1% -$14.8K 0.03% 246
2022
Q1 		$1.21M Buy
6,676
+26
+0.4% +$4.56K 0.03% 250
2021
Q4 		$1.14M Sell
6,650
-266
-4% -$44.7K 0.03% 244
2021
Q3 		$1.14M Buy
6,916
+152
+2% +$25.4K 0.03% 226
2021
Q2 		$1.12M Sell
6,764
-508
-7% -$86.3K 0.03% 238
2021
Q1 		$1.16M Sell
7,272
-577
-7% -$97K 0.04% 213
2020
Q4 		$1.4M Buy
7,849
+1,457
+23% +$257K 0.05% 155
2020
Q3 		$1.13M Buy
6,392
+1,549
+32% +$278K 0.05% 153
2020
Q2 		$811K Sell
4,843
-375
-7% -$60.5K 0.03% 197
2020
Q1 		$773K Buy
5,218
+172
+3% +$25.6K 0.04% 205
2019
Q4 		$721K Sell
5,046
-430
-8% -$60.1K 0.03% 230
2019
Q3 		$760K Buy
5,476
+610
+13% +$84.8K 0.04% 191
2019
Q2 		$648K Sell
4,866
-484
-9% -$59.8K 0.04% 173
2019
Q1 		$653K Sell
5,350
-26,284
-83% -$3.24M 0.06% 144
2018
Q4 		$3.84M Sell
31,634
-10,180
-24% -$1.18M 0.3% 56
2018
Q3 		$4.71M Sell
41,814
-248
-0.6% -$28.4K 0.37% 49
2018
Q2 		$4.99M Sell
42,062
-249
-0.6% -$30.8K 0.47% 44
2018
Q1 		$5.32M Buy
42,311
+40,674
+2,485% +$5.13M 0.51% 43
2017
Q4 		$202K Sell
1,637
-54
-3% -$6.55K 0.02% 189
2017
Q3 		$206K Sell
1,691
-253
-13% -$30.8K 0.02% 168
2017
Q2 		$229K Buy
+1,944
New +$233K 0.03% 165
2016
Q4 		– Sell
-4,128
Closed -$519K – 146
2016
Q3 		$519K Buy
+4,128
New +$526K 0.08% 80
2016
Q2 		– Sell
-4,158
Closed -$489K – 136
2016
Q1 		$489K Sell
4,158
-399
-9% -$45.2K 0.08% 80
2015
Q4 		$462K Buy
4,557
+620
+16% +$65.5K 0.08% 94
2015
Q3 		$421K Hold
3,937
– – 0.08% 88
2015
Q2 		$442K Sell
3,937
-200
-5% -$22.9K 0.08% 73
2015
Q1 		$470K Buy
4,137
+184
+5% +$21.5K 0.09% 75
2014
Q4 		$449K Sell
3,953
-1,630
-29% -$188K 0.07% 89
2014
Q3 		$649K Sell
5,583
-3,665
-40% -$452K 0.11% 63
2014
Q2 		$1.18M Sell
9,248
-82
-0.9% -$10.2K 0.28% 44
2014
Q1 		$1.15M Sell
9,330
-253
-3% -$31.5K 0.32% 41
2013
Q4 		$1.11M Sell
9,583
-315
-3% -$38.7K 0.29% 46
2013
Q3 		$1.27M Buy
+9,898
New +$1.27M 0.4% 40

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

EP Wealth Advisors's GLD Position: Q1 2026 in Review

EP Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, buying an estimated $2.57M and bringing the position to 54,704 shares worth $23.5M. The position accounts for 0.12% of the portfolio, ranked #120.

EP Wealth Advisors first reported a position in GLD in Q3 2013 and has held it in 47 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • EP Wealth Advisors held 54,704 shares of SPDR Gold Trust worth $23.5M as of Q1 2026.
  • EP Wealth Advisors bought 5,740 SPDR Gold Trust shares in Q1 2026, an estimated $2.57M.
  • SPDR Gold Trust made up 0.12% of EP Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • EP Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 47 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.