SEC 13F Intelligence

Okabena Investment Services Inc / GQ9

Okabena Investment Services Inc’s Spdr Gold Tr Position

Does Okabena Investment Services Inc own Spdr Gold Tr (GQ9)? Not currently — the last reported position was 9.6K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2023
Shares
9.6K
% of Portfolio
+1.23%
Quarters Held
14
position exited

Position History GQ9

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ2 ’20Q3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $12,203Q4 ’22Q1 ’23: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20239.6K$2M+1.23%
Q4 2022411$12,203+0.01%
Q3 20229.6K$1M+0.72%
Q2 20229.6K$2M+0.83%
Q1 202212.4K$2M+0.94%
Q4 202163.3K$11M+3.40%
Q3 202163.3K$10M+5.47%
Q2 202163.3K$10M+4.93%
Q1 202160.2K$10M+5.18%
Q4 202055.6K$10M+5.78%
Q3 202055.6K$10M+7.54%
Q2 202055.6K$9M+8.17%
Q1 202055.6K$8M+9.37%
Q4 201950.9K$7M+6.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Okabena Investment Services Inc’s full portfolio or all institutional holders of GQ9.