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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oak Harbor Wealth Partners's GLD Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its SPDR Gold Trust (GLD) stake by 5.6% in Q1 2026, buying an estimated $33.6K and bringing the position to 1,425 shares worth $613K. The position accounts for 0.14% of the portfolio, ranked #127.

Oak Harbor Wealth Partners first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Oak Harbor Wealth Partners held 1,425 shares of SPDR Gold Trust worth $613K as of Q1 2026.
Oak Harbor Wealth Partners bought 75 SPDR Gold Trust shares in Q1 2026, an estimated $33.6K.
SPDR Gold Trust made up 0.14% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #127 holding.
Oak Harbor Wealth Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.