OMC Financial Services’s SPDR Gold Trust GLD Stock Holding History

OMC Financial Services’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8M	Sell	34,700 -104	-0.3%	-$43.1K	4.24%	7
2026 Q1	$15M	Buy	34,804 +842	+2%	+$377K	5.81%	5
2025 Q4	$13.5M	Sell	33,962 -910	-3%	-$348K	5.02%	5
2025 Q3	$12.4M	Sell	34,872 -155	-0.4%	-$49.4K	4.6%	6
2025 Q2	$10.7M	Sell	35,027 -5,850	-14%	-$1.77M	4.36%	6
2025 Q1	$11.8M	Sell	40,877 -500	-1%	-$132K	5.29%	5
2024 Q4	$10M	Buy	41,377 +4,028	+11%	+$990K	4.26%	6
2024 Q3	$8.03M	Hold	37,349	–	–	3.8%	7
2024 Q2	$8.03M	Sell	37,349 -515	-1%	-$111K	3.78%	7
2024 Q1	$7.79M	Buy	+37,864	New	+$7.27M	3.96%	8

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OMC Financial Services's GLD Position: Q2 2026 in Review

OMC Financial Services reduced its SPDR Gold Trust (GLD) stake by 0.3% in Q2 2026, selling an estimated $43.1K and leaving 34,700 shares worth $12.8M. The position accounts for 4.24% of the portfolio, ranked #7.

OMC Financial Services first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $15M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

OMC Financial Services held 34,700 shares of SPDR Gold Trust worth $12.8M as of Q2 2026.
OMC Financial Services sold 104 SPDR Gold Trust shares in Q2 2026, an estimated $43.1K.
SPDR Gold Trust made up 4.24% of OMC Financial Services's portfolio in Q2 2026, its #7 holding.
OMC Financial Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
OMC Financial Services's SPDR Gold Trust position peaked at $15M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.