Obermeyer Wealth Partners GLD — STREETTRACKS GOLD TR Common

Ownership history in Obermeyer Wealth Partners  ·  54 quarters on record

AI Ownership Summary

Obermeyer Wealth Partners reported STREETTRACKS GOLD TR Common (GLD) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows GLD at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Obermeyer Wealth Partners's position in STREETTRACKS GOLD TR Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLD was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLD stock page Obermeyer Wealth Partners fund profile Obermeyer Wealth Partners full holdings
How Obermeyer Wealth Partners held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,982 +333 +2.9% 0.24% $5.2M 2026-04-21 $429.57
2025 Q4 REDUCED — — — 11,649 -424 -3.5% 0.21% $4.6M 2026-01-29 $495.90
2025 Q3 REDUCED 8.2% +12.1% ❌ 12,073 -1,085 -8.2% 0.20% $4.3M 2025-10-27 $367.01
2025 Q2 ADDED — — — 13,158 +1,526 +13.1% 0.20% $4.0M 2025-08-05 $311.16
2025 Q1 REDUCED — — — 11,632 -50 -0.4% 0.18% $3.4M 2025-05-06 $315.48
2024 Q4 REDUCED 15.3% +19.0% ❌ 11,682 -2,115 -15.3% 0.15% $2.8M 2025-02-14 $266.29
2024 Q3 ADDED — — — 13,797 +2,152 +18.5% 0.18% $3.4M 2024-11-05 $253.40
2024 Q2 ADDED — — — 11,645 +490 +4.4% 0.14% $2.5M 2024-08-01 $225.77
2024 Q1 ADDED — — — 11,155 +335 +3.1% 0.14% $2.3M 2024-05-07 $214.21
2023 Q4 ADDED — — — 10,820 +948 +9.6% 0.14% $2.1M 2024-01-31 $188.45
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Gruss & Co., LLC 3Y 7Y 42.72% VISTA FINANCE, LLC 3Y 34.24% PPSC Investment Service Corp 3Y 26.54% Briaud Financial Planning Inc 3Y 22.37% Walser Wealth Management Company, A Ltd Liability Co 20.13% SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 18.76% Corecam AG 18.69% Corecam Pte. Ltd. 17.92% Brown University 3Y 16.69% Spider Management Company, LLC 16.44%

FAQ About Obermeyer Wealth Partners and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Obermeyer Wealth Partners reported owning GLD?

Obermeyer Wealth Partners reported GLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GLD position in Obermeyer Wealth Partners's portfolio?

The largest reported portfolio weight for GLD was 0.24% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when Obermeyer Wealth Partners reported 11,982 shares, equal to 0.24% of portfolio, with an estimated market value of $5.2M.

What does the chart on this GLD ownership page compare?

The chart compares Obermeyer Wealth Partners's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Obermeyer Wealth Partners time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, Obermeyer Wealth Partners correctly timed 27 out of 53 reported position changes (51%). The annualised alpha on GLD relative to SPY over the holding period was -3.6%.

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