Oliver Lagore Vanvalin Investment Group’s SPDR Gold Trust GLD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$381K	Buy	+1,322	New	+$400K	0.15%	105
2024 Q4	$339K	Buy	1,400 +166	+13%	+$40.8K	0.09%	100
2024 Q3	$300K	Sell	1,234 -17	-1%	-$3.89K	0.08%	101
2024 Q2	$269K	Buy	1,251 +240	+24%	+$51.9K	0.08%	100
2024 Q1	$208K	Sell	1,011 -388	-28%	-$74.5K	0.06%	123
2023 Q4	$267K	Sell	1,399 -105	-7%	-$19.2K	0.1%	94
2023 Q3	$258K	Buy	1,504 +172	+13%	+$30.8K	0.1%	107
2023 Q2	$238K	Buy	1,332 +57	+4%	+$10.5K	0.09%	123
2023 Q1	$234K	Sell	1,275 -5,691	-82%	-$1M	0.1%	81
2022 Q4	$1.18M	Buy	6,966 +3,424	+97%	+$552K	0.67%	31
2022 Q3	$548K	Sell	3,542 -32,398	-90%	-$5.21M	0.35%	43
2022 Q2	$6.05M	Buy	35,940 +8,066	+29%	+$1.41M	3.53%	7
2022 Q1	$5.07M	Sell	27,874 -68,236	-71%	-$12M	3.39%	6
2021 Q4	$16.4M	Buy	+96,110	New	+$16.1M	1.18%	15

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GLD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in SPDR Gold Trust (GLD) in Q2 2025: 1,322 shares worth $381K. The stake represents 0.15% of the portfolio and ranks #105 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in GLD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in GLD in Q4 2021 and has held it in 14 quarters since. The position peaked at $16.4M in Q4 2021. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,322 shares of SPDR Gold Trust worth $381K as of Q2 2025.
SPDR Gold Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
SPDR Gold Trust made up 0.15% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #105 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's SPDR Gold Trust position peaked at $16.4M in Q4 2021.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.