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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OMC Financial Services's GLD Position: Q1 2026 in Review

OMC Financial Services increased its SPDR Gold Trust (GLD) stake by 2.5% in Q1 2026, buying an estimated $377K and bringing the position to 34,804 shares worth $15M. The position accounts for 5.81% of the portfolio, ranked #5.

OMC Financial Services first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

OMC Financial Services held 34,804 shares of SPDR Gold Trust worth $15M as of Q1 2026.
OMC Financial Services bought 842 SPDR Gold Trust shares in Q1 2026, an estimated $377K.
SPDR Gold Trust made up 5.81% of OMC Financial Services's portfolio in Q1 2026, its #5 holding.
OMC Financial Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.