Tepp RIA’s SPDR Gold Trust GLD Stock Holding History

Tepp RIA’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	$4.11M	Sell	10,800 -11,690	-52%	-$4.57M	2.83%	12
2026 Q2	$8.28M	Sell	22,490 -179	-0.8%	-$74.2K	5.62%	6
2026 Q1	$9.8M	Buy	22,669 +1,356	+6%	+$607K	7.64%	4
2025 Q4	$8.45M	Buy	21,313 +140	+0.7%	+$53.5K	8.36%	4
2025 Q3	$7.53M	Sell	21,173 -3,738	-15%	-$1.19M	8.54%	4
2025 Q2	$7.59M	Buy	24,911 +5,804	+30%	+$1.76M	9.8%	4
2025 Q1	$5.51M	Buy	19,107 +15,972	+509%	+$4.22M	7.48%	5
2024 Q4	$759K	Buy	+3,135	New	+$770K	1.12%	11

Other funds holding GLD

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Tepp RIA's GLD Position: Q3 2026 in Review

Tepp RIA reduced its SPDR Gold Trust (GLD) stake by 52% in Q3 2026, selling an estimated $4.57M and leaving 10,800 shares worth $4.11M. The position accounts for 2.83% of the portfolio, ranked #12.

Tepp RIA first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.8M in Q1 2026. 679 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Tepp RIA held 10,800 shares of SPDR Gold Trust worth $4.11M as of Q3 2026.
Tepp RIA sold 11,690 SPDR Gold Trust shares in Q3 2026, an estimated $4.57M.
SPDR Gold Trust made up 2.83% of Tepp RIA's portfolio in Q3 2026, its #12 holding.
Tepp RIA first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Tepp RIA's SPDR Gold Trust position peaked at $9.8M in Q1 2026.
679 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.