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Oak Harvest Investment Services’s SPDR Gold Trust GLD Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-603
Closed -$259K – 181
2026
Q1 		$259K Sell
603
-83
-12% -$37.2K 0.03% 150
2025
Q4 		$272K Buy
+686
New +$262K 0.03% 152

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

Oak Harvest Investment Services's GLD Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 603 shares — an estimated $259K sold.

Oak Harvest Investment Services first reported a position in GLD in Q4 2025 and held it in 2 quarters. The position peaked at $272K in Q4 2025. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 603 SPDR Gold Trust shares in Q2 2026, an estimated $259K.
  • Oak Harvest Investment Services first reported a position in SPDR Gold Trust in Q4 2025 and held it in 2 quarters.
  • Oak Harvest Investment Services's SPDR Gold Trust position peaked at $272K in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.