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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
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 $1.37T 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

Tepp RIA's GLD Position: Q1 2026 in Review

Tepp RIA increased its SPDR Gold Trust (GLD) stake by 6.4% in Q1 2026, buying an estimated $607K and bringing the position to 22,669 shares worth $9.75M. The position accounts for 7.64% of the portfolio, ranked #4.

Tepp RIA first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Tepp RIA held 22,669 shares of SPDR Gold Trust worth $9.75M as of Q1 2026.
  • Tepp RIA bought 1,356 SPDR Gold Trust shares in Q1 2026, an estimated $607K.
  • SPDR Gold Trust made up 7.64% of Tepp RIA's portfolio in Q1 2026, its #4 holding.
  • Tepp RIA first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.