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

Jeppson 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
Q2 		$2.51M Sell
6,821
-144
-2% -$59.7K 0.74% 36
2026
Q1 		$3M Sell
6,965
-791
-10% -$354K 0.94% 26
2025
Q4 		$3.07M Buy
7,756
+76
+1% +$29K 0.97% 23
2025
Q3 		$2.73M Buy
7,680
+201
+3% +$64.1K 0.87% 27
2025
Q2 		$2.28M Hold
7,479
– – 0.79% 29
2025
Q1 		$2.15M Hold
7,479
– – 0.79% 31
2024
Q4 		$1.81M Sell
7,479
-7
-0.1% -$1.72K 0.66% 36
2024
Q3 		$1.82M Buy
7,486
+381
+5% +$87.3K 0.65% 38
2024
Q2 		$1.53M Sell
7,105
-100
-1% -$21.6K 0.58% 43
2024
Q1 		$1.48M Buy
7,205
+950
+15% +$182K 0.58% 48
2023
Q4 		$1.2M Hold
6,255
– – 0.5% 56
2023
Q3 		$1.07M Buy
6,255
+500
+9% +$89.4K 0.49% 55
2023
Q2 		$1.03M Sell
5,755
-550
-9% -$101K 0.45% 61
2023
Q1 		$1.16M Sell
6,305
-104
-2% -$18.3K 0.5% 50
2022
Q4 		$1.09M Sell
6,409
-785
-11% -$126K 0.46% 51
2022
Q3 		$1.11M Sell
7,194
-769
-10% -$124K 0.5% 46
2022
Q2 		$1.34M Buy
7,963
+5,463
+219% +$954K 0.58% 39
2022
Q1 		$451K Hold
2,500
– – 0.21% 102
2021
Q4 		$427K Hold
2,500
– – 0.21% 96
2021
Q3 		$410K Hold
2,500
– – 0.21% 96
2021
Q2 		$414K Hold
2,500
– – 0.23% 96
2021
Q1 		$399K Buy
2,500
+25
+1% +$4.2K 0.24% 92
2020
Q4 		$441K Hold
2,475
– – 0.29% 80
2020
Q3 		$438K Buy
+2,475
New +$445K 0.34% 71

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jeppson Wealth Management's GLD Position: Q2 2026 in Review

Jeppson Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.1% in Q2 2026, selling an estimated $59.7K and leaving 6,821 shares worth $2.51M. The position accounts for 0.74% of the portfolio, ranked #36.

Jeppson Wealth Management first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.07M in Q4 2025. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Jeppson Wealth Management held 6,821 shares of SPDR Gold Trust worth $2.51M as of Q2 2026.
  • Jeppson Wealth Management sold 144 SPDR Gold Trust shares in Q2 2026, an estimated $59.7K.
  • SPDR Gold Trust made up 0.74% of Jeppson Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Jeppson Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's SPDR Gold Trust position peaked at $3.07M in Q4 2025.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.