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Laurel Oak Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Laurel Oak Wealth Management’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 		$5.37M Sell
14,570
-1,095
-7% -$454K 0.78% 28
2026
Q1 		$6.74M Sell
15,665
-319
-2% -$143K 1.13% 23
2025
Q4 		$6.33M Buy
+15,984
New +$6.1M 1.07% 24

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Laurel Oak Wealth Management's GLD Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its SPDR Gold Trust (GLD) stake by 7% in Q2 2026, selling an estimated $454K and leaving 14,570 shares worth $5.37M. The position accounts for 0.78% of the portfolio, ranked #28.

Laurel Oak Wealth Management first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.74M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Laurel Oak Wealth Management held 14,570 shares of SPDR Gold Trust worth $5.37M as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,095 SPDR Gold Trust shares in Q2 2026, an estimated $454K.
  • SPDR Gold Trust made up 0.78% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Laurel Oak Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's SPDR Gold Trust position peaked at $6.74M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.