OFP
GLD icon

OLIO Financial Planning’s SPDR Gold Trust GLD Stock Holding History

OLIO Financial 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 		$597K Buy
1,620
+1
+0.1% +$414 0.15% 34
2026
Q1 		$697K Buy
1,619
+8
+0.5% +$3.58K 0.19% 29
2025
Q4 		$638K Buy
1,611
+56
+4% +$21.4K 0.18% 33
2025
Q3 		$553K Buy
1,555
+2
+0.1% +$637 0.16% 36
2025
Q2 		$473K Hold
1,553
– – 0.15% 39
2025
Q1 		$447K Hold
1,553
– – 0.15% 38
2024
Q4 		$376K Hold
1,553
– – 0.13% 43
2024
Q3 		$297K Hold
1,553
– – 0.13% 43
2024
Q2 		$297K Hold
1,553
– – 0.13% 43
2024
Q1 		$297K Hold
1,553
– – 0.13% 43
2023
Q4 		$297K Sell
1,553
-29
-2% -$5.32K 0.12% 43
2023
Q3 		$271K Buy
1,582
+30
+2% +$5.36K 0.13% 45
2023
Q2 		$277K Hold
1,552
– – 0.13% 41
2023
Q1 		$284K Hold
1,552
– – 0.15% 36
2022
Q4 		$267K Sell
1,552
-228
-13% -$36.7K 0.15% 37
2022
Q3 		$275K Sell
1,780
-587
-25% -$94.4K 0.16% 34
2022
Q2 		$399K Buy
2,367
+9
+0.4% +$1.57K 0.22% 32
2022
Q1 		$426K Buy
2,358
+290
+14% +$50.9K 0.24% 34
2021
Q4 		$354K Buy
+2,068
New +$347K 0.21% 31

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

OLIO Financial Planning's GLD Position: Q2 2026 in Review

OLIO Financial Planning increased its SPDR Gold Trust (GLD) stake by 0.06% in Q2 2026, buying an estimated $414 and bringing the position to 1,620 shares worth $597K. The position accounts for 0.15% of the portfolio, ranked #34.

OLIO Financial Planning first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $697K in Q1 2026. 697 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • OLIO Financial Planning held 1,620 shares of SPDR Gold Trust worth $597K as of Q2 2026.
  • OLIO Financial Planning bought 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
  • SPDR Gold Trust made up 0.15% of OLIO Financial Planning's portfolio in Q2 2026, its #34 holding.
  • OLIO Financial Planning first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's SPDR Gold Trust position peaked at $697K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.