Silver Oak Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Silver Oak Advisory 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	$240K	Sell	559 -18	-3%	-$8.06K	0.1%	69
2025 Q4	$228K	Sell	577 -117	-17%	-$44.7K	0.1%	68
2025 Q3	$246K	Hold	694	–	–	0.11%	68
2025 Q2	$211K	Sell	694 -35	-5%	-$10.6K	0.1%	70
2025 Q1	$210K	Buy	+729	New	+$193K	0.11%	62
2023 Q1	–	Sell	-1,417	Closed	-$240K	–	58
2022 Q4	$240K	Hold	1,417	–	–	0.17%	46
2022 Q3	$219K	Hold	1,417	–	–	0.16%	48
2022 Q2	$239K	Hold	1,417	–	–	0.17%	49
2022 Q1	$256K	Hold	1,417	–	–	0.17%	49
2021 Q4	$242K	Buy	+1,417	New	+$238K	0.15%	53

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

Silver Oak Advisory Group's GLD Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its SPDR Gold Trust (GLD) stake by 3.1% in Q1 2026, selling an estimated $8.06K and leaving 559 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #69.

Silver Oak Advisory Group first reported a position in GLD in Q4 2021 and has held it in 10 quarters since. The position peaked at $256K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Silver Oak Advisory Group held 559 shares of SPDR Gold Trust worth $240K as of Q1 2026.
Silver Oak Advisory Group sold 18 SPDR Gold Trust shares in Q1 2026, an estimated $8.06K.
SPDR Gold Trust made up 0.1% of Silver Oak Advisory Group's portfolio in Q1 2026, its #69 holding.
Silver Oak Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 10 quarters since.
Silver Oak Advisory Group's SPDR Gold Trust position peaked at $256K in Q1 2022.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.