Oakmont Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Oakmont Advisory Group’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	$23.8K	Buy	+65	New	+$26.9K	0.02%	237

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 $59.9B AUM 27.01% 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

Oakmont Advisory Group's GLD Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 65 shares worth $23.8K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings.

3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Oakmont Advisory Group held 65 shares of SPDR Gold Trust worth $23.8K as of Q2 2026.
SPDR Gold Trust was a new Oakmont Advisory Group position in Q2 2026.
SPDR Gold Trust made up 0.02% of Oakmont Advisory Group's portfolio in Q2 2026, its #237 holding.
3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.