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Oath Planning’s SPDR Gold Trust GLD Stock Holding History

Oath Planning’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 		$1.32M Buy
3,592
+567
+19% +$235K 0.98% 20
2026
Q1 		$1.3M Buy
3,025
+319
+12% +$143K 1.16% 19
2025
Q4 		$1.07M Buy
+2,706
New +$1.03M 1.06% 20

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oath Planning's GLD Position: Q2 2026 in Review

Oath Planning increased its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, buying an estimated $235K and bringing the position to 3,592 shares worth $1.32M. The position accounts for 0.98% of the portfolio, ranked #20.

Oath Planning first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. 1,346 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Oath Planning held 3,592 shares of SPDR Gold Trust worth $1.32M as of Q2 2026.
  • Oath Planning bought 567 SPDR Gold Trust shares in Q2 2026, an estimated $235K.
  • SPDR Gold Trust made up 0.98% of Oath Planning's portfolio in Q2 2026, its #20 holding.
  • Oath Planning first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,346 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.