SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / GQ9

Strategic Wealth Investment Group, LLC’s Spdr Gold Tr Position

Does Strategic Wealth Investment Group, LLC own Spdr Gold Tr (GQ9)? Yes — 48.2K shares worth $21M (+2.63% of its 13F portfolio) as of Q1 2026, down from 49.8K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
48.2K
% of Portfolio
+2.63%
Quarters Held
25
currently held

Position History GQ9

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $12MQ4 ’22Q1 ’23: $14MQ2 ’23: $15MQ3 ’23: $15MQ4 ’23: $17MQ4 ’23Q2 ’24: $20MQ3 ’24: $24MQ4 ’24: $23MQ1 ’25: $862,403Q1 ’25Q2 ’25: $919,977Q3 ’25: $30MQ4 ’25: $20MQ1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.2K$21M+2.63%
Q4 202549.8K$20M+2.43%
Q3 202585.8K$30M+2.57%
Q2 20253.0K$919,977+1.33%
Q1 20253.0K$862,403+1.50%
Q4 202496.4K$23M+0.86%
Q3 202496.8K$24M+2.55%
Q2 202492.1K$20M+2.51%
Q4 202388.7K$17M+2.55%
Q3 202384.7K$15M+2.63%
Q2 202382.9K$15M+2.35%
Q1 202377.2K$14M+2.62%
Q4 202267.5K$12M+2.76%
Q3 202257.0K$9M+2.53%
Q2 202254.3K$9M+2.29%
Q1 202262.7K$11M+2.70%
Q4 202154.9K$9M+2.44%
Q3 202149.5K$8M+2.42%
Q2 202141.4K$7M+2.43%
Q1 202133.1K$5M+2.54%
Q4 202027.4K$5M+2.86%
Q3 202021.2K$4M+2.82%
Q2 202017.3K$3M+2.84%
Q1 202018.8K$3M+4.53%
Q4 201917.0K$2M+2.52%

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