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Tempus Wealth Planning’s SPDR Gold Trust GLD Stock Holding History

Tempus Wealth Planning’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 		$643K Sell
1,746
-24
-1% -$9.94K 0.13% 164
2026
Q1 		$762K Sell
1,770
-2,244
-56% -$1M 0.18% 145
2025
Q4 		$1.59M Buy
4,014
+391
+11% +$149K 0.36% 74
2025
Q3 		$1.29M Sell
3,623
-3,832
-51% -$1.22M 0.3% 92
2025
Q2 		$2.27M Buy
7,455
+5,257
+239% +$1.59M 0.57% 44
2025
Q1 		$633K Sell
2,198
-9
-0.4% -$2.38K 0.19% 124
2024
Q4 		$534K Hold
2,207
– – 0.16% 139
2024
Q3 		$536K Buy
2,207
+61
+3% +$14K 0.2% 121
2024
Q2 		$461K Buy
2,146
+335
+18% +$72.5K 0.19% 118
2024
Q1 		$373K Hold
1,811
– – 0.16% 135
2023
Q4 		$346K Buy
1,811
+137
+8% +$25.1K 0.15% 141
2023
Q3 		$287K Sell
1,674
-30
-2% -$5.36K 0.14% 131
2023
Q2 		$304K Buy
1,704
+221
+15% +$40.6K 0.14% 139
2023
Q1 		$272K Sell
1,483
-120
-7% -$21.1K 0.13% 135
2022
Q4 		$272K Buy
+1,603
New +$258K 0.17% 141

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

Tempus Wealth Planning's GLD Position: Q2 2026 in Review

Tempus Wealth Planning reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $9.94K and leaving 1,746 shares worth $643K. The position accounts for 0.13% of the portfolio, ranked #164.

Tempus Wealth Planning first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q2 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Tempus Wealth Planning held 1,746 shares of SPDR Gold Trust worth $643K as of Q2 2026.
  • Tempus Wealth Planning sold 24 SPDR Gold Trust shares in Q2 2026, an estimated $9.94K.
  • SPDR Gold Trust made up 0.13% of Tempus Wealth Planning's portfolio in Q2 2026, its #164 holding.
  • Tempus Wealth Planning first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Tempus Wealth Planning's SPDR Gold Trust position peaked at $2.27M in Q2 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.