SEC 13F Intelligence

Foundations Investment Advisors, LLC / GQ9

Foundations Investment Advisors, LLC’s Spdr Gold Tr Position

Does Foundations Investment Advisors, LLC own Spdr Gold Tr (GQ9)? Yes200.4K shares worth $86M (+1.07% of its 13F portfolio) as of Q1 2026, down from 259.4K shares the prior filed quarter.

Position Value
$86M
Q1 2026
Shares
200.4K
% of Portfolio
+1.07%
Quarters Held
29
currently held

Position History GQ9

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $40MQ2 ’19: $533,000Q3 ’19: $44MQ4 ’19: $3MQ4 ’19Q1 ’20: $113MQ3 ’20: $1MQ4 ’20: $212,000Q1 ’21: $238,000Q1 ’21Q2 ’21: $387,000Q3 ’21: $268,000Q4 ’21: $7MQ1 ’22: $27MQ1 ’22Q2 ’22: $29MQ3 ’22: $31MQ4 ’22: $35MQ1 ’23: $45MQ1 ’23Q2 ’23: $43MQ3 ’23: $42MQ4 ’23: $36MQ1 ’24: $43MQ1 ’24Q2 ’24: $49MQ3 ’24: $63MQ4 ’24: $66MQ1 ’25: $78MQ1 ’25Q2 ’25: $72MQ3 ’25: $104MQ4 ’25: $103MQ1 ’26: $86MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026200.4K$86M+1.07%
Q4 2025259.4K$103M+1.35%
Q3 2025291.5K$104M+1.51%
Q2 2025236.9K$72M+1.14%
Q1 2025270.7K$78M+1.44%
Q4 2024272.8K$66M+1.27%
Q3 2024258.1K$63M+1.32%
Q2 2024226.0K$49M+1.18%
Q1 2024235.1K$43M+1.13%
Q4 2023188.1K$36M+0.96%
Q3 2023244.8K$42M+1.29%
Q2 2023240.5K$43M+1.42%
Q1 2023245.0K$45M+1.60%
Q4 2022206.3K$35M+1.39%
Q3 2022197.3K$31M+1.33%
Q2 2022181.1K$29M+1.23%
Q1 2022147.6K$27M+1.05%
Q4 202143.6K$7M+0.28%
Q3 20211.6K$268,000+0.01%
Q2 20212.3K$387,000+0.02%
Q1 20211.5K$238,000+0.01%
Q4 20201.2K$212,000+0.01%
Q3 20207.4K$1M+0.29%
Q1 2020757.3K$113M+13.11%
Q4 201919.4K$3M+0.35%
Q3 2019308.9K$44M+5.75%
Q2 20194.0K$533,000+0.08%
Q1 2019330.5K$40M+7.00%
Q4 2018116.1K$14M+3.05%

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