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OakTrust Wealth Advisors, LLC

SEC CIK
0002113908
Latest filing
Aug 6, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by OakTrust Wealth Advisors, 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)
586
Value
$215.9K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of GLD by OakTrust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026586$215.9K0.2%00.0%UnchangedHolders
Q1 2026586$252.2K0.2%00.0%UnchangedHolders
Q4 2025586$232.2K0.2%–No prior filingHolders