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Oxler Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Oxler Private Wealth’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 		$10.1M Hold
23,379
– – 3.15% 12
2025
Q4 		$9.27M Hold
23,379
– – 2.68% 12
2025
Q3 		$8.31M Buy
23,379
+15
+0.1% +$4.78K 2.42% 12
2025
Q2 		$7.12M Sell
23,364
-33
-0.1% -$9.99K 2.24% 10
2025
Q1 		$6.74M Sell
23,397
-1,046
-4% -$277K 2.37% 12
2024
Q4 		$5.92M Hold
24,443
– – 1.95% 15
2024
Q3 		$5.94M Buy
24,443
+5
+0% +$1.15K 2.07% 16
2024
Q2 		$5.25M Buy
24,438
+8,021
+49% +$1.73M 1.94% 16
2024
Q1 		$3.38M Buy
16,417
+13,463
+456% +$2.58M 1.32% 20
2023
Q4 		$565K Buy
+2,954
New +$541K 0.47% 37
2022
Q4 		– Sell
-75
Closed -$177K – 191
2022
Q3 		$177K Hold
75
– – 0.1% 103
2022
Q2 		$12.6K Buy
+75
New +$13.1K 0.01% 201
2021
Q1 		– Sell
-205
Closed -$46K – 160
2020
Q4 		$46K Buy
+205
New +$36.1K 0.03% 165

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxler Private Wealth's GLD Position: Q1 2026 in Review

Oxler Private Wealth held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 23,379 shares worth $10.1M. The position accounts for 3.15% of the portfolio, ranked #12.

Oxler Private Wealth first reported a position in GLD in Q4 2020 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Oxler Private Wealth held 23,379 shares of SPDR Gold Trust worth $10.1M as of Q1 2026.
  • Oxler Private Wealth left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 3.15% of Oxler Private Wealth's portfolio in Q1 2026, its #12 holding.
  • Oxler Private Wealth first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 13 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.