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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by SkyOak Wealth, 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)
2,992
Value
$1.10M
% of portfolio
0.2%
Quarters held
20
Since Q3 2021
Holdings of GLD by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,992$1.10M0.2%00.0%UnchangedHolders
Q1 20262,992$1.29M0.2%−25−0.8%ReducedHolders
Q4 20253,017$1.20M0.2%−48−1.6%ReducedHolders
Q3 20253,065$1.09M0.2%−47−1.5%ReducedHolders
Q2 20253,112$948.6K0.2%−1,473−32.1%ReducedHolders
Q1 20254,585$1.32M0.3%−50−1.1%ReducedHolders
Q4 20244,635$1.12M0.2%00.0%UnchangedHolders
Q3 20244,635$1.13M0.2%−45−1.0%ReducedHolders
Q2 20244,680$1.01M0.2%−50−1.1%ReducedHolders
Q1 20244,730$973.1K0.2%+600+14.5%AddedHolders
Q4 20234,130$789.5K0.2%−1,150−21.8%ReducedHolders
Q3 20235,280$905.3K0.3%00.0%UnchangedHolders
Q2 20235,280$941.3K0.3%+1,000+23.4%AddedHolders
Q1 20234,280$784.2K0.2%−480−10.1%ReducedHolders
Q4 20224,760$807.5K0.3%−1,505−24.0%ReducedHolders
Q3 20226,265$969.0K0.3%00.0%UnchangedHolders
Q2 20226,265$1.05M0.4%+500+8.7%AddedHolders
Q1 20225,765$1.04M0.3%−205−3.4%ReducedHolders
Q4 20215,970$1.02M0.3%00.0%UnchangedHolders
Q3 20215,970$980.0K0.3%+5,970NewHolders