SilverOak Wealth Management LLC: GLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SilverOak Wealth Management LLC on GLD, newest first. How the timeline and the estimate are built.
SilverOak Wealth Management LLC held 1,071 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,071 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $394,535.
13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,071 sharesChange vs previous 13F -51 shares
0.07% of the 13F portfolio, value $460,841.
13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,122 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $444,660.
13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,122 sharesChange vs previous 13F +153 shares
0.07% of the 13F portfolio, value $398,837.
13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 969 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $295,380.
13F-HR 0001667731-25-000997 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 969 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $279,208.
13F-HR 0001667731-25-000556 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 969 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $234,624.
13F-HR 0001667731-25-000195 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 969 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $235,525.
13F-HR 0001764766-24-000007 filed by SilverOak Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).