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SilverOak Wealth Management LLC

SEC CIK
0001764766
Latest filing
Jul 29, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by SilverOak Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
1,071
Value
$394.5K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of GLD by SilverOak Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,071$394.5K0.1%00.0%UnchangedHolders
Q1 20261,071$460.8K0.1%−51−4.5%ReducedHolders
Q4 20251,122$444.7K0.1%00.0%UnchangedHolders
Q3 20251,122$398.8K0.1%+153+15.8%AddedHolders
Q2 2025969$295.4K0.1%00.0%UnchangedHolders
Q1 2025969$279.2K0.1%00.0%UnchangedHolders
Q4 2024969$234.6K0.1%00.0%UnchangedHolders
Q3 2024969$235.5K0.1%00.0%UnchangedHolders
Q2 2024969$208.3K0.1%+969NewHolders