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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
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 $1.37T 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

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

Jeppson Wealth Management reduced its SPDR Gold Trust (GLD) stake by 10% in Q1 2026, selling an estimated $354K and leaving 6,965 shares worth $3M. The position accounts for 0.94% of the portfolio, ranked #26.

Jeppson Wealth Management first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.07M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Jeppson Wealth Management held 6,965 shares of SPDR Gold Trust worth $3M as of Q1 2026.
  • Jeppson Wealth Management sold 791 SPDR Gold Trust shares in Q1 2026, an estimated $354K.
  • SPDR Gold Trust made up 0.94% of Jeppson Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Jeppson Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's SPDR Gold Trust position peaked at $3.07M in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.