SEC 13F Intelligence

Ota Financial Group L.P. / GLD

Ota Financial Group L.P.’s Spdr Gold Tr Position

Does Ota Financial Group L.P. own Spdr Gold Tr (GLD)? Not currently — the last reported position was 20.2K shares worth $3M in Q1 2020; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$3M
Q1 2020
Shares
20.2K
% of Portfolio
+3.73%
Quarters Held
1
position exited

Position History GLD

Reported value by quarter
Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202020.2K$3M+3.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of GLD.