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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
Q2 		$1.1M Hold
2,992
– – 0.18% 85
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SkyOak Wealth's GLD Position: Q2 2026 in Review

SkyOak Wealth held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,992 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #85.

SkyOak Wealth first reported a position in GLD in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q1 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • SkyOak Wealth held 2,992 shares of SPDR Gold Trust worth $1.1M as of Q2 2026.
  • SkyOak Wealth left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.18% of SkyOak Wealth's portfolio in Q2 2026, its #85 holding.
  • SkyOak Wealth first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • SkyOak Wealth's SPDR Gold Trust position peaked at $1.32M in Q1 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.