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Spdr Gold Minishares Trust shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of Spdr Gold Minishares Trust (GLDM) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in Spdr Gold Minishares Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Gold Minishares Trust held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Gold Minishares Trust by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4M 63k 85.37

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Spdr Gold Minishares Trust

Sumitomo Mitsui Trust Holdings
Wells Fargo & Company
Evoke Wealth
Empower Advisory Group
UBS Group
Cassaday & Co Wealth Management
State Street Corporation
LPL Financial
Ameriprise Financial
Prudential Financial
Diam
Evergreen Quality Fund GP
Resona Asset Management
Principal Financial Group
Advisor Group Holdings

View all funds holding Spdr Gold Minishares Trust