Jeppson Wealth Management
GLD icon

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
Q3 		$2.67M Buy
7,008
+187
+3% +$73.1K 0.76% 32
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% +$87.2K 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

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Jeppson Wealth Management's GLD Position: Q3 2026 in Review

Jeppson Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.7% in Q3 2026, buying an estimated $73.1K and bringing the position to 7,008 shares worth $2.67M. The position accounts for 0.76% of the portfolio, ranked #32.

Jeppson Wealth Management first reported a position in GLD in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.07M in Q4 2025. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Jeppson Wealth Management held 7,008 shares of SPDR Gold Trust worth $2.67M as of Q3 2026.
  • Jeppson Wealth Management bought 187 SPDR Gold Trust shares in Q3 2026, an estimated $73.1K.
  • SPDR Gold Trust made up 0.76% of Jeppson Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Jeppson Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's SPDR Gold Trust position peaked at $3.07M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.