SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / GQ9

Clifford Swan Investment Counsel LLC’s Spdr Gold Tr Position

Does Clifford Swan Investment Counsel LLC own Spdr Gold Tr (GQ9)? Yes — 68.5K shares worth $29M (+1.00% of its 13F portfolio) as of Q1 2026, down from 74.2K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
68.5K
% of Portfolio
+1.00%
Quarters Held
30
currently held

Position History GQ9

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $11MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $14MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $15MQ4 ’23Q1 ’24: $18MQ2 ’24: $19MQ3 ’24: $22MQ4 ’24: $21MQ4 ’24Q1 ’25: $24MQ2 ’25: $23MQ3 ’25: $28MQ4 ’25: $29MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.5K$29M+1.00%
Q4 202574.2K$29M+0.98%
Q3 202577.8K$28M+0.92%
Q2 202576.5K$23M+0.82%
Q1 202581.9K$24M+0.87%
Q4 202487.4K$21M+0.76%
Q3 202488.5K$22M+0.76%
Q2 202487.5K$19M+0.70%
Q1 202487.2K$18M+0.67%
Q4 202376.7K$15M+0.57%
Q3 202375.7K$13M+0.54%
Q2 202374.8K$13M+0.54%
Q1 202374.1K$14M+0.57%
Q4 202273.5K$12M+0.54%
Q3 202273.7K$11M+0.54%
Q2 202273.7K$12M+0.54%
Q1 202273.1K$13M+0.49%
Q4 202164.2K$11M+0.38%
Q3 202163.4K$11M+0.39%
Q2 202166.4K$11M+0.43%
Q1 202162.8K$10M+0.41%
Q4 202047.0K$8M+0.37%
Q3 202032.0K$6M+0.27%
Q2 202024.3K$4M+0.21%
Q1 202024.3K$4M+0.22%
Q4 201925.2K$4M+0.17%
Q3 201923.2K$3M+0.17%
Q2 201920.8K$3M+0.15%
Q1 201920.9K$3M+0.14%
Q4 201820.9K$3M+0.15%

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