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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,028 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.
3,028 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.