SEC 13F Intelligence

Lokken Investment Group LLC / GQ9

Lokken Investment Group LLC’s Spdr Gold Tr Position

Does Lokken Investment Group LLC own Spdr Gold Tr (GQ9)? Yes — 33.0K shares worth $12M (+4.02% of its 13F portfolio) as of Q3 2025, down from 34.4K shares the prior filed quarter.

Position Value
$12M
Q3 2025
Shares
33.0K
% of Portfolio
+4.02%
Quarters Held
20
currently held

Position History GQ9

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $5MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $8MQ1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202533.0K$12M+4.02%
Q2 202534.4K$10M+4.04%
Q1 202534.9K$10M+4.23%
Q4 202434.7K$8M+3.63%
Q3 202435.8K$9M+3.63%
Q2 202435.2K$8M+3.56%
Q1 202433.6K$7M+3.45%
Q4 202332.1K$6M+3.47%
Q3 202331.1K$5M+3.49%
Q2 202328.5K$5M+3.31%
Q1 202329.4K$5M+4.09%
Q4 202228.5K$5M+3.81%
Q3 202227.8K$4M+3.71%
Q2 202226.6K$4M+3.64%
Q1 202226.5K$5M+3.71%
Q4 202126.8K$5M+3.26%
Q3 202125.8K$4M+3.36%
Q2 202124.2K$4M+3.25%
Q1 202124.2K$4M+3.42%
Q4 202025.6K$5M+4.16%

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