OMC Financial Services LTD GLD — SPDR GOLD TR

Ownership history in OMC Financial Services LTD  ·  9 quarters on record

AI Ownership Summary

OMC Financial Services LTD reported SPDR GOLD TR (GLD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.81% in 2026 Q1. The latest visible filing shows GLD at 5.81% 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.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OMC Financial Services LTD's position in SPDR GOLD TR, 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 5.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.81% 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
2024 Q1 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 OMC Financial Services LTD fund profile OMC Financial Services LTD full holdings
How OMC Financial Services LTD 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,804 +842 +2.5% 5.81% $15.0M 2026-04-30 $423.66
2025 Q4 REDUCED — — — 33,962 -910 -2.6% 5.02% $13.5M 2026-01-06 $413.18
2025 Q3 REDUCED — — — 34,872 -155 -0.4% 4.60% $12.4M 2025-10-21 $377.24
2025 Q2 REDUCED 14.3% +15.6% ❌ 35,027 -5,850 -14.3% 4.36% $10.7M 2025-07-30 $300.96
2025 Q1 REDUCED — — — 40,877 -500 -1.2% 5.29% $11.8M 2025-04-30 $303.77
2024 Q4 ADDED — — — 41,377 +4,028 +10.8% 4.26% $10.0M 2025-01-28 $255.18
2024 Q3 UNCHANGED — — — 37,349 — 0% 3.80% $8.0M 2024-10-28 $253.33
2024 Q2 REDUCED — — — 37,349 -515 -1.4% 3.78% $8.0M 2024-07-29 $220.32
2024 Q1 INITIATED — — — 37,864 — — 3.96% $7.8M 2024-06-11 $214.15

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Starr Indemnity & Liability Co 66.41% C V STARR & CO INC 3Y 7Y 56.41% Gruss & Co., LLC 3Y 7Y 42.72% Alamea Verwaltungs GmbH 41.79% Eurizon Asset Management Hungary Ltd. 40.21% VISTA FINANCE, LLC 3Y 34.24% Parametrica Management Ltd 3Y 7Y 26.9% PPSC Investment Service Corp 3Y 26.54% Briaud Financial Planning Inc 3Y 22.37% Walser Wealth Management Company, A Ltd Liability Co 20.13%

FAQ About OMC Financial Services LTD and GLD

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

How long has OMC Financial Services LTD reported owning GLD?

OMC Financial Services LTD reported GLD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GLD position in OMC Financial Services LTD's portfolio?

The largest reported portfolio weight for GLD was 5.81% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when OMC Financial Services LTD reported 34,804 shares, equal to 5.81% of portfolio, with an estimated market value of $15.0M.

What does the chart on this GLD ownership page compare?

The chart compares OMC Financial Services LTD'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 OMC Financial Services LTD time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, OMC Financial Services LTD correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on GLD relative to SPY over the holding period was +21.5%.

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