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Heritage Oak Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Heritage Oak Wealth Advisors’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 		$2.09M Sell
5,672
-1,259
-18% -$522K 0.62% 20
2026
Q1 		$2.98M Sell
6,931
-4,145
-37% -$1.86M 0.95% 14
2025
Q4 		$4.39M Sell
11,076
-105
-0.9% -$40.1K 1.62% 9
2025
Q3 		$3.97M Sell
11,181
-2,606
-19% -$830K 1.44% 13
2025
Q2 		$4.2M Sell
13,787
-10,858
-44% -$3.29M 1.62% 10
2025
Q1 		$7.1M Buy
24,645
+9,668
+65% +$2.56M 3.12% 5
2024
Q4 		$3.63M Buy
14,977
+6,691
+81% +$1.64M 1.7% 11
2024
Q3 		$2.01M Sell
8,286
-6,534
-44% -$1.5M 0.93% 29
2024
Q2 		$3.19M Buy
+14,820
New +$3.21M 1.61% 10

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Heritage Oak Wealth Advisors's GLD Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, selling an estimated $522K and leaving 5,672 shares worth $2.09M. The position accounts for 0.62% of the portfolio, ranked #20.

Heritage Oak Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.1M in Q1 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Heritage Oak Wealth Advisors held 5,672 shares of SPDR Gold Trust worth $2.09M as of Q2 2026.
  • Heritage Oak Wealth Advisors sold 1,259 SPDR Gold Trust shares in Q2 2026, an estimated $522K.
  • SPDR Gold Trust made up 0.62% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Heritage Oak Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Heritage Oak Wealth Advisors's SPDR Gold Trust position peaked at $7.1M in Q1 2025.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.