Oak Harbor Wealth Partners
GLD icon

Oak Harbor Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		$476K Hold
1,250
– – 0.18% 104
2026
Q2 		$460K Sell
1,250
-175
-12% -$72.5K 0.17% 100
2026
Q1 		$613K Buy
1,425
+75
+6% +$33.6K 0.14% 127
2025
Q4 		$535K Hold
1,350
– – 0.13% 133
2025
Q3 		$480K Hold
1,350
– – 0.12% 139
2025
Q2 		$412K Sell
1,350
-111
-8% -$33.6K 0.11% 145
2025
Q1 		$421K Hold
1,461
– – 0.12% 134
2024
Q4 		$354K Hold
1,461
– – 0.1% 131
2024
Q3 		$355K Hold
1,461
– – 0.1% 135
2024
Q2 		$314K Hold
1,461
– – 0.1% 131
2024
Q1 		$301K Hold
1,461
– – 0.09% 136
2023
Q4 		$279K Buy
1,461
+100
+7% +$18.3K 0.09% 139
2023
Q3 		$233K Hold
1,361
– – 0.08% 146
2023
Q2 		$243K Hold
1,361
– – 0.08% 153
2023
Q1 		$249K Hold
1,361
– – 0.09% 146
2022
Q4 		$231K Hold
1,361
– – 0.09% 143
2022
Q3 		$211K Hold
1,361
– – 0.08% 143
2022
Q2 		$229K Hold
1,361
– – 0.09% 136
2022
Q1 		$246K Hold
1,361
– – 0.08% 144
2021
Q4 		$233K Buy
+1,361
New +$228K 0.08% 153

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Oak Harbor Wealth Partners's GLD Position: Q3 2026 in Review

Oak Harbor Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,250 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #104.

Oak Harbor Wealth Partners first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $613K in Q1 2026. 1,941 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Oak Harbor Wealth Partners held 1,250 shares of SPDR Gold Trust worth $476K as of Q3 2026.
  • Oak Harbor Wealth Partners left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.18% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #104 holding.
  • Oak Harbor Wealth Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Oak Harbor Wealth Partners's SPDR Gold Trust position peaked at $613K in Q1 2026.
  • 1,941 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.