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EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by EPG Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
7,463
Value
$2.75M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of GLD by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,463$2.75M0.7%−255−3.3%ReducedHolders
Q1 20267,718$3.32M0.9%−346−4.3%ReducedHolders
Q4 20258,064$3.20M0.9%−880−9.8%ReducedHolders
Q3 20258,944$3.18M0.9%+315+3.7%AddedHolders
Q2 20258,629$2.63M0.8%−1,342−13.5%ReducedHolders
Q1 20259,971$2.87M0.8%+343+3.6%AddedHolders
Q4 20249,628$2.33M0.6%−726−7.0%ReducedHolders
Q3 202410,354$2.52M0.6%+10,354AddedHolders
Q2 20240$2.12M0.5%−9,434−100.0%ReducedHolders
Q1 20249,434$1.94M0.5%+403+4.5%AddedHolders
Q4 20239,031$1.67M0.4%−100−1.1%ReducedHolders
Q3 20239,131$1.57M0.5%−80−0.9%ReducedHolders
Q2 20239,211$1.64M0.5%−376−3.9%ReducedHolders
Q1 20239,587$1.76M0.6%+450+4.9%AddedHolders
Q4 20229,137$1.55M0.6%+6,500+246.5%AddedHolders
Q3 20222,637$408.0K0.2%−6,500−71.1%ReducedHolders
Q2 20229,137$1.54M0.7%−600−6.2%ReducedHolders
Q1 20229,737$1.76M0.6%+799+8.9%AddedHolders
Q4 20218,938$1.53M0.5%+1,114+14.2%AddedHolders
Q3 20217,824$1.28M0.5%+675+9.4%AddedHolders
Q2 20217,149$1.18M0.5%−225−3.1%ReducedHolders
Q1 20217,374$1.18M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.