SEC 13F Intelligence

Baron Financial Group, LLC / GQ9

Baron Financial Group, LLC’s Spdr Gold Tr Position

Does Baron Financial Group, LLC own Spdr Gold Tr (GQ9)? Yes16.0K shares worth $6M (+2.81% of its 13F portfolio) as of Q2 2026, down from 16.3K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
16.0K
% of Portfolio
+2.81%
Quarters Held
24
currently held

Position History GQ9

Reported value by quarter
Q3 ’20: $4.2BQ3 ’20Q4 ’20: $4.4BQ1 ’21: $4.3BQ2 ’21: $4.7BQ2 ’21Q3 ’21: $4.8BQ4 ’21: $5.1BQ1 ’22: $5.3BQ1 ’22Q2 ’22: $4.8BQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7MQ2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202616.0K$6M+2.81%
Q1 202616.3K$7M+3.78%
Q4 202517.7K$7M+3.77%
Q3 202519.4K$7M+3.77%
Q2 202520.7K$6M+3.71%
Q1 202522.4K$6M+4.06%
Q4 202422.7K$6M+3.41%
Q3 202423.1K$6M+3.43%
Q2 202423.9K$5M+3.27%
Q1 202425.1K$5M+3.19%
Q4 202324.9K$5M+3.04%
Q3 202325.3K$4M+2.82%
Q2 202325.3K$5M+2.78%
Q1 202326.0K$5M+3.02%
Q4 202226.7K$5M+3.00%
Q3 202228.0K$4M+2.91%
Q2 202228.4K$4.8B+3.16%
Q1 202229.4K$5.3B+3.09%
Q4 202129.9K$5.1B+2.89%
Q3 202129.1K$4.8B+2.90%
Q2 202128.1K$4.7B+2.89%
Q1 202127.1K$4.3B+2.99%
Q4 202024.5K$4.4B+3.50%
Q3 202023.8K$4.2B+3.96%

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