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EPG Wealth Management’s SPDR Gold Trust GLD Stock Holding History

EPG Wealth 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
Q1 		$3.32M Sell
7,718
-346
-4% -$155K 0.9% 24
2025
Q4 		$3.2M Sell
8,064
-880
-10% -$336K 0.86% 26
2025
Q3 		$3.18M Buy
8,944
+315
+4% +$100K 0.88% 26
2025
Q2 		$2.63M Sell
8,629
-1,342
-13% -$406K 0.79% 29
2025
Q1 		$2.87M Buy
9,971
+343
+4% +$90.7K 0.8% 25
2024
Q4 		$2.33M Sell
9,628
-726
-7% -$178K 0.61% 35
2024
Q3 		$2.52M Buy
+10,354
New +$2.37M 0.63% 32
2024
Q2 		– Sell
-9,434
Closed -$2.04M – 47
2024
Q1 		$1.94M Buy
9,434
+403
+4% +$77.3K 0.48% 52
2023
Q4 		$1.67M Sell
9,031
-100
-1% -$18.3K 0.44% 58
2023
Q3 		$1.57M Sell
9,131
-80
-0.9% -$14.3K 0.47% 51
2023
Q2 		$1.64M Sell
9,211
-376
-4% -$69.1K 0.49% 47
2023
Q1 		$1.76M Buy
9,587
+450
+5% +$79.2K 0.55% 40
2022
Q4 		$1.55M Buy
9,137
+6,500
+246% +$1.05M 0.59% 33
2022
Q3 		$408K Sell
2,637
-6,500
-71% -$1.05M 0.17% 120
2022
Q2 		$1.54M Sell
9,137
-600
-6% -$105K 0.66% 33
2022
Q1 		$1.76M Buy
9,737
+799
+9% +$140K 0.61% 38
2021
Q4 		$1.53M Buy
8,938
+1,114
+14% +$187K 0.54% 39
2021
Q3 		$1.28M Buy
7,824
+675
+9% +$113K 0.52% 44
2021
Q2 		$1.18M Sell
7,149
-225
-3% -$38.2K 0.5% 44
2021
Q1 		$1.18M Sell
7,374
-4,450
-38% -$748K 0.57% 38
2020
Q4 		$2.11M Buy
11,824
+300
+3% +$52.8K 1.27% 18
2020
Q3 		$2.04M Buy
11,524
+420
+4% +$75.5K 1.51% 14
2020
Q2 		$1.86M Sell
11,104
-162
-1% -$26.1K 1.32% 17
2020
Q1 		$1.67M Sell
11,266
-2,503
-18% -$373K 1.23% 15
2019
Q4 		$1.97M Buy
+13,769
New +$1.92M 1.44% 17

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

EPG Wealth Management's GLD Position: Q1 2026 in Review

EPG Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q1 2026, selling an estimated $155K and leaving 7,718 shares worth $3.32M. The position accounts for 0.9% of the portfolio, ranked #24.

EPG Wealth Management first reported a position in GLD in Q4 2019 and has held it in 25 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • EPG Wealth Management held 7,718 shares of SPDR Gold Trust worth $3.32M as of Q1 2026.
  • EPG Wealth Management sold 346 SPDR Gold Trust shares in Q1 2026, an estimated $155K.
  • SPDR Gold Trust made up 0.9% of EPG Wealth Management's portfolio in Q1 2026, its #24 holding.
  • EPG Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.