Oxford Financial Group’s SPDR Gold Trust GLD Stock Holding History

Oxford Financial 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
2026 Q2	$1.2M	Sell	3,254 -25	-0.8%	-$10.4K	0.06%	95
2026 Q1	$1.41M	Sell	3,279 -37	-1%	-$16.6K	0.08%	73
2025 Q4	$1.31M	Buy	3,316 +4	+0.1%	+$1.53K	0.07%	71
2025 Q3	$1.18M	Buy	3,312 +378	+13%	+$120K	0.07%	83
2025 Q2	$894K	Buy	2,934 +227	+8%	+$68.7K	0.05%	91
2025 Q1	$780K	Hold	2,707	–	–	0.05%	96
2024 Q4	$655K	Buy	2,707 +1,800	+198%	+$442K	0.04%	114
2024 Q3	$220K	Buy	+907	New	+$208K	0.01%	230
2024 Q1	–	Sell	-1,214	Closed	-$232K	–	281
2023 Q4	$232K	Buy	+1,214	New	+$222K	0.02%	215
2022 Q4	–	Sell	-1,439	Closed	-$223K	–	265
2022 Q3	$223K	Buy	1,439 +67	+5%	+$10.8K	0.03%	163
2022 Q2	$231K	Buy	+1,372	New	+$240K	0.03%	176
2021 Q4	–	Sell	-2,902	Closed	-$477K	–	276
2021 Q3	$477K	Buy	+2,902	New	+$486K	0.06%	116
2020 Q2	–	Sell	-1,463	Closed	-$217K	–	195
2020 Q1	$217K	Buy	+1,463	New	+$218K	0.04%	144

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Oxford Financial Group's GLD Position: Q2 2026 in Review

Oxford Financial Group reduced its SPDR Gold Trust (GLD) stake by 0.76% in Q2 2026, selling an estimated $10.4K and leaving 3,254 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #95.

Oxford Financial Group first reported a position in GLD in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.41M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Oxford Financial Group held 3,254 shares of SPDR Gold Trust worth $1.2M as of Q2 2026.
Oxford Financial Group sold 25 SPDR Gold Trust shares in Q2 2026, an estimated $10.4K.
SPDR Gold Trust made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #95 holding.
Oxford Financial Group first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 13 quarters since.
Oxford Financial Group's SPDR Gold Trust position peaked at $1.41M in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.