OWA
GLD icon

Octavia Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Octavia Wealth Advisors’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 		$754K Sell
2,047
-91
-4% -$37.7K 0.07% 90
2026
Q1 		$920K Sell
2,138
-792
-27% -$355K 0.09% 80
2025
Q4 		$1.16M Sell
2,930
-602
-17% -$230K 0.11% 73
2025
Q3 		$1.26M Buy
3,532
+136
+4% +$43.3K 0.12% 71
2025
Q2 		$1.04M Buy
3,396
+121
+4% +$36.6K 0.12% 71
2025
Q1 		$944K Buy
3,275
+957
+41% +$253K 0.11% 75
2024
Q4 		$561K Buy
2,318
+262
+13% +$64.4K 0.07% 108
2024
Q3 		$500K Sell
2,056
-301
-13% -$68.9K 0.06% 118
2024
Q2 		$507K Sell
2,357
-1,200
-34% -$260K 0.07% 109
2024
Q1 		$732K Buy
3,557
+81
+2% +$15.5K 0.11% 91
2023
Q4 		$665K Sell
3,476
-283
-8% -$51.9K 0.12% 95
2023
Q3 		$644K Buy
3,759
+100
+3% +$17.9K 0.13% 86
2023
Q2 		$652K Buy
3,659
+64
+2% +$11.8K 0.13% 80
2023
Q1 		$659K Hold
3,595
– – 0.15% 75
2022
Q4 		$610K Buy
3,595
+354
+11% +$57K 0.15% 81
2022
Q3 		$501K Sell
3,241
-3
-0.1% -$482 0.14% 86
2022
Q2 		$545K Hold
3,244
– – 0.14% 89
2022
Q1 		$586K Buy
3,244
+859
+36% +$151K 0.13% 89
2021
Q4 		$408K Buy
2,385
+195
+9% +$32.7K 0.09% 120
2021
Q3 		$359K Buy
2,190
+892
+69% +$149K 0.09% 118
2021
Q2 		$215K Sell
1,298
-788
-38% -$134K 0.06% 158
2021
Q1 		$334K Buy
2,086
+120
+6% +$20.2K 0.1% 126
2020
Q4 		$351K Buy
+1,966
New +$346K 0.11% 115

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Octavia Wealth Advisors's GLD Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q2 2026, selling an estimated $37.7K and leaving 2,047 shares worth $754K. The position accounts for 0.07% of the portfolio, ranked #90.

Octavia Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q3 2025. 1,258 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Octavia Wealth Advisors held 2,047 shares of SPDR Gold Trust worth $754K as of Q2 2026.
  • Octavia Wealth Advisors sold 91 SPDR Gold Trust shares in Q2 2026, an estimated $37.7K.
  • SPDR Gold Trust made up 0.07% of Octavia Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Octavia Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's SPDR Gold Trust position peaked at $1.26M in Q3 2025.
  • 1,258 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.