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 Q2	–	Sell	-559	Closed	-$240K	–	87
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 $1.55T 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

Silver Oak Advisory Group's GLD Position: Q2 2026 in Review

Silver Oak Advisory Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 559 shares — an estimated $240K sold.

Silver Oak Advisory Group first reported a position in GLD in Q4 2021 and held it in 10 quarters. The position peaked at $256K in Q1 2022. 3,052 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Silver Oak Advisory Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Silver Oak Advisory Group sold 559 SPDR Gold Trust shares in Q2 2026, an estimated $240K.
Silver Oak Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and held it in 10 quarters.
Silver Oak Advisory Group's SPDR Gold Trust position peaked at $256K in Q1 2022.
3,052 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.