Oak Family Advisors’s SPDR Gold Trust GLD Stock Holding History

Oak Family 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	$2.18M	Sell	5,911 -5,485	-48%	-$2.27M	0.56%	50
2026 Q1	$4.9M	Sell	11,396 -3,043	-21%	-$1.36M	1.38%	28
2025 Q4	$5.72M	Sell	14,439 -1,052	-7%	-$402K	1.57%	24
2025 Q3	$5.51M	Buy	15,491 +14,570	+1,582%	+$4.64M	1.38%	25
2025 Q2	$281K	Buy	921 +20	+2%	+$6.06K	0.09%	84
2025 Q1	$260K	Buy	+901	New	+$238K	0.09%	81
2022 Q3	–	Sell	-1,518	Closed	-$256K	–	123
2022 Q2	$256K	Hold	1,518	–	–	0.13%	105
2022 Q1	$274K	Hold	1,518	–	–	0.11%	111
2021 Q4	$260K	Hold	1,518	–	–	0.1%	135
2021 Q3	$249K	Sell	1,518 -150	-9%	-$25.1K	0.09%	133
2021 Q2	$276K	Hold	1,668	–	–	0.12%	85
2021 Q1	$267K	Sell	1,668 -857	-34%	-$144K	0.12%	82
2020 Q4	$450K	Buy	+2,525	New	+$445K	0.23%	62

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

Oak Family Advisors's GLD Position: Q2 2026 in Review

Oak Family Advisors reduced its SPDR Gold Trust (GLD) stake by 48% in Q2 2026, selling an estimated $2.27M and leaving 5,911 shares worth $2.18M. The position accounts for 0.56% of the portfolio, ranked #50.

Oak Family Advisors first reported a position in GLD in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.72M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Oak Family Advisors held 5,911 shares of SPDR Gold Trust worth $2.18M as of Q2 2026.
Oak Family Advisors sold 5,485 SPDR Gold Trust shares in Q2 2026, an estimated $2.27M.
SPDR Gold Trust made up 0.56% of Oak Family Advisors's portfolio in Q2 2026, its #50 holding.
Oak Family Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 13 quarters since.
Oak Family Advisors's SPDR Gold Trust position peaked at $5.72M in Q4 2025.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.