Oakwell Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Oakwell Private Wealth Management’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
2024 Q3	–	Sell	-1,174	Closed	-$252K	–	64
2024 Q2	$252K	Hold	1,174	–	–	0.07%	60
2024 Q1	$242K	Hold	1,174	–	–	0.07%	57
2023 Q4	$224K	Sell	1,174 -314	-21%	-$57.5K	0.08%	57
2023 Q3	$255K	Hold	1,488	–	–	0.11%	56
2023 Q2	$265K	Hold	1,488	–	–	0.11%	54
2023 Q1	$273K	Hold	1,488	–	–	0.12%	53
2022 Q4	$252K	Hold	1,488	–	–	0.12%	55
2022 Q3	$230K	Hold	1,488	–	–	0.13%	56
2022 Q2	$251K	Hold	1,488	–	–	0.14%	56
2022 Q1	$269K	Hold	1,488	–	–	0.14%	53
2021 Q4	$254K	Buy	+1,488	New	+$250K	0.13%	55
2021 Q3	–	Sell	-1,488	Closed	-$246K	–	60
2021 Q2	$246K	Sell	1,488 -23	-2%	-$3.91K	0.16%	58
2021 Q1	$242K	Buy	+1,511	New	+$254K	0.17%	56

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oakwell Private Wealth Management's GLD Position: Q3 2024 in Review

Oakwell Private Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2024, closing a stake of 1,174 shares — an estimated $252K sold.

Oakwell Private Wealth Management first reported a position in GLD in Q1 2021 and held it in 13 quarters. The position peaked at $273K in Q1 2023. 2,214 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

Oakwell Private Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2024 after selling out during the quarter.
Oakwell Private Wealth Management sold 1,174 SPDR Gold Trust shares in Q3 2024, an estimated $252K.
Oakwell Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and held it in 13 quarters.
Oakwell Private Wealth Management's SPDR Gold Trust position peaked at $273K in Q1 2023.
2,214 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.