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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Jeppson 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)
6,821
Value
$2.51M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of GLD by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,821$2.51M0.7%−144−2.1%ReducedHolders
Q1 20266,965$3.00M0.9%−791−10.2%ReducedHolders
Q4 20257,756$3.07M1.0%+76+1.0%AddedHolders
Q3 20257,680$2.73M0.9%+201+2.7%AddedHolders
Q2 20257,479$2.28M0.8%00.0%UnchangedHolders
Q1 20257,479$2.15M0.8%00.0%UnchangedHolders
Q4 20247,479$1.81M0.7%−7−0.1%ReducedHolders
Q3 20247,486$1.82M0.7%+381+5.4%AddedHolders
Q2 20247,105$1.53M0.6%−100−1.4%ReducedHolders
Q1 20247,205$1.48M0.6%+950+15.2%AddedHolders
Q4 20236,255$1.20M0.5%00.0%UnchangedHolders
Q3 20236,255$1.07M0.5%+500+8.7%AddedHolders
Q2 20235,755$1.03M0.4%−550−8.7%ReducedHolders
Q1 20236,305$1.16M0.5%−104−1.6%ReducedHolders
Q4 20226,409$1.09M0.5%−785−10.9%ReducedHolders
Q3 20227,194$1.11M0.5%−769−9.7%ReducedHolders
Q2 20227,963$1.34M0.6%+5,463+218.5%AddedHolders
Q1 20222,500$451.0K0.2%00.0%UnchangedHolders
Q4 20212,500$427.0K0.2%00.0%UnchangedHolders
Q3 20212,500$410.0K0.2%00.0%UnchangedHolders
Q2 20212,500$414.0K0.2%00.0%UnchangedHolders
Q1 20212,500$399.0K0.2%––Holders

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