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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
Q2 		$8.28M Sell
22,490
-179
-0.8% -$74.2K 5.62% 6
2026
Q1 		$9.75M 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

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

Tepp RIA's GLD Position: Q2 2026 in Review

Tepp RIA reduced its SPDR Gold Trust (GLD) stake by 0.79% in Q2 2026, selling an estimated $74.2K and leaving 22,490 shares worth $8.28M. The position accounts for 5.62% of the portfolio, ranked #6.

Tepp RIA first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.75M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Tepp RIA held 22,490 shares of SPDR Gold Trust worth $8.28M as of Q2 2026.
  • Tepp RIA sold 179 SPDR Gold Trust shares in Q2 2026, an estimated $74.2K.
  • SPDR Gold Trust made up 5.62% of Tepp RIA's portfolio in Q2 2026, its #6 holding.
  • Tepp RIA first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Tepp RIA's SPDR Gold Trust position peaked at $9.75M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.