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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Oxford Financial Group's GLD Position: Q1 2026 in Review

Oxford Financial Group reduced its SPDR Gold Trust (GLD) stake by 1.1% in Q1 2026, selling an estimated $16.6K and leaving 3,279 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #73.

Oxford Financial Group first reported a position in GLD in Q1 2020 and has held it in 12 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Oxford Financial Group held 3,279 shares of SPDR Gold Trust worth $1.41M as of Q1 2026.
Oxford Financial Group sold 37 SPDR Gold Trust shares in Q1 2026, an estimated $16.6K.
SPDR Gold Trust made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #73 holding.
Oxford Financial Group first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 12 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.