SEC 13F Intelligence

Taylor & Morgan Wealth Management, LLC / GQ9

Taylor & Morgan Wealth Management, LLC’s Spdr Gold Tr Position

Does Taylor & Morgan Wealth Management, LLC own Spdr Gold Tr (GQ9)? Yes9.2K shares worth $4M (+2.25% of its 13F portfolio) as of Q1 2026, down from 9.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
9.2K
% of Portfolio
+2.25%
Quarters Held
18
currently held

Position History GQ9

Reported value by quarter
Q4 ’21: $427,000Q4 ’21Q1 ’22: $578,000Q2 ’22: $539,000Q3 ’22: $495,000Q3 ’22Q4 ’22: $474,822Q1 ’23: $512,833Q2 ’23: $498,978Q2 ’23Q3 ’23: $521,037Q4 ’23: $548,467Q1 ’24: $590,211Q1 ’24Q2 ’24: $616,864Q3 ’24: $709,492Q4 ’24: $706,777Q4 ’24Q1 ’25: $826,674Q2 ’25: $944,668Q3 ’25: $1MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.2K$4M+2.25%
Q4 20259.2K$4M+2.05%
Q3 20253.1K$1M+0.67%
Q2 20253.1K$944,668+0.64%
Q1 20252.9K$826,674+0.62%
Q4 20242.9K$706,777+0.50%
Q3 20242.9K$709,492+0.48%
Q2 20242.9K$616,864+0.44%
Q1 20242.9K$590,211+0.43%
Q4 20232.9K$548,467+0.44%
Q3 20233.0K$521,037+0.47%
Q2 20232.8K$498,978+0.41%
Q1 20232.8K$512,833+0.45%
Q4 20222.8K$474,822+0.45%
Q3 20223.2K$495,000+0.49%
Q2 20223.2K$539,000+0.51%
Q1 20223.2K$578,000+0.47%
Q4 20212.5K$427,000+0.35%

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