Goepper Burkhardt’s SPDR Gold Trust GLD Stock Holding History

Goepper Burkhardt’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	$828K	Hold	1,925	–	–	0.28%	42
2025 Q4	$763K	Buy	1,925 +260	+16%	+$99.3K	0.25%	48
2025 Q3	$592K	Sell	1,665 -30	-2%	-$9.56K	0.2%	56
2025 Q2	$517K	Buy	1,695 +55	+3%	+$16.7K	0.19%	59
2025 Q1	$473K	Hold	1,640	–	–	0.19%	60
2024 Q4	$397K	Buy	1,640 +145	+10%	+$35.6K	0.16%	58
2024 Q3	$363K	Buy	1,495 +65	+5%	+$14.9K	0.15%	60
2024 Q2	$307K	Hold	1,430	–	–	0.14%	63
2024 Q1	$313K	Buy	1,430 +95	+7%	+$18.2K	0.15%	64
2023 Q4	$250K	Buy	+1,335	New	+$245K	0.12%	67
2022 Q4	–	Sell	-1,394	Closed	-$216K	–	65
2022 Q3	$216K	Hold	1,394	–	–	0.16%	57
2022 Q2	$235K	Hold	1,394	–	–	0.17%	59
2022 Q1	$252K	Hold	1,394	–	–	0.15%	60
2021 Q4	$238K	Hold	1,394	–	–	0.14%	60
2021 Q3	$229K	Buy	+1,394	New	+$233K	0.15%	61

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goepper Burkhardt's GLD Position: Q1 2026 in Review

Goepper Burkhardt held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,925 shares worth $828K. The position accounts for 0.28% of the portfolio, ranked #42.

Goepper Burkhardt first reported a position in GLD in Q3 2021 and has held it in 15 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Goepper Burkhardt held 1,925 shares of SPDR Gold Trust worth $828K as of Q1 2026.
Goepper Burkhardt left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.28% of Goepper Burkhardt's portfolio in Q1 2026, its #42 holding.
Goepper Burkhardt first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 15 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.