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Disclosery

SkyOak Wealth, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SkyOak Wealth, LLC on GLD, newest first. How the timeline and the estimate are built.

SkyOak Wealth, LLC held 2,992 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,992 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,102,193.

    13F-HR 0001800379-26-000003 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,992 shares
    Change vs previous 13F -25 shares

    0.24% of the 13F portfolio, value $1,287,428.

    13F-HR 0001800379-26-000002 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,017 shares
    Change vs previous 13F -48 shares

    0.22% of the 13F portfolio, value $1,195,667.

    13F-HR 0001800379-26-000001 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,065 shares
    Change vs previous 13F -47 shares

    0.21% of the 13F portfolio, value $1,089,516.

    13F-HR 0001800379-25-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,112 shares
    Change vs previous 13F -1,473 shares

    0.19% of the 13F portfolio, value $948,631.

    13F-HR 0001800379-25-000004 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,585 shares
    Change vs previous 13F -50 shares

    0.29% of the 13F portfolio, value $1,321,122.

    13F-HR 0001800379-25-000002 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,635 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,122,273.

    13F-HR 0001800379-25-000001 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,635 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,126,583.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).