SkyOak Wealth’s SPDR Gold Trust GLD Stock Holding History

SkyOak 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	$1.29M	Sell	2,992 -25	-0.8%	-$11.2K	0.24%	77
2025 Q4	$1.2M	Sell	3,017 -48	-2%	-$18.3K	0.22%	79
2025 Q3	$1.09M	Sell	3,065 -47	-2%	-$15K	0.21%	80
2025 Q2	$949K	Sell	3,112 -1,473	-32%	-$446K	0.19%	83
2025 Q1	$1.32M	Sell	4,585 -50	-1%	-$13.2K	0.29%	69
2024 Q4	$1.12M	Hold	4,635	–	–	0.24%	71
2024 Q3	$1.13M	Sell	4,635 -45	-1%	-$10.3K	0.25%	72
2024 Q2	$1.01M	Sell	4,680 -50	-1%	-$10.8K	0.23%	73
2024 Q1	$973K	Buy	4,730 +600	+15%	+$115K	0.23%	76
2023 Q4	$790K	Sell	4,130 -1,150	-22%	-$211K	0.21%	86
2023 Q3	$905K	Hold	5,280	–	–	0.26%	77
2023 Q2	$941K	Buy	5,280 +1,000	+23%	+$184K	0.27%	77
2023 Q1	$784K	Sell	4,280 -480	-10%	-$84.5K	0.24%	88
2022 Q4	$807K	Sell	4,760 -1,505	-24%	-$242K	0.27%	81
2022 Q3	$969K	Hold	6,265	–	–	0.35%	70
2022 Q2	$1.05M	Buy	6,265 +500	+9%	+$87.3K	0.36%	72
2022 Q1	$1.04M	Sell	5,765 -205	-3%	-$36K	0.29%	83
2021 Q4	$1.02M	Hold	5,970	–	–	0.26%	88
2021 Q3	$980K	Buy	+5,970	New	+$999K	0.26%	82
2020 Q3	–	Sell	-1,329	Closed	-$222K	–	218
2020 Q2	$222K	Sell	1,329 -1,835	-58%	-$296K	0.08%	207
2020 Q1	$468K	Buy	+3,164	New	+$471K	0.24%	98

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

SkyOak Wealth's GLD Position: Q1 2026 in Review

SkyOak Wealth reduced its SPDR Gold Trust (GLD) stake by 0.83% in Q1 2026, selling an estimated $11.2K and leaving 2,992 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #77.

SkyOak Wealth first reported a position in GLD in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.32M in Q1 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

SkyOak Wealth held 2,992 shares of SPDR Gold Trust worth $1.29M as of Q1 2026.
SkyOak Wealth sold 25 SPDR Gold Trust shares in Q1 2026, an estimated $11.2K.
SPDR Gold Trust made up 0.24% of SkyOak Wealth's portfolio in Q1 2026, its #77 holding.
SkyOak Wealth first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 21 quarters since.
SkyOak Wealth's SPDR Gold Trust position peaked at $1.32M in Q1 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.