SEC 13F Intelligence

Palumbo Wealth Management LLC / GQ9

Palumbo Wealth Management LLC’s Spdr Gold Tr Position

Does Palumbo Wealth Management LLC own Spdr Gold Tr (GQ9)? Yes — 43.1K shares worth $19M (+4.52% of its 13F portfolio) as of Q1 2026, down from 43.6K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
43.1K
% of Portfolio
+4.52%
Quarters Held
21
currently held

Position History GQ9

Reported value by quarter
Q1 ’21: $8MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $8MQ3 ’22Q4 ’22: $8MQ1 ’23: $10MQ2 ’23: $10MQ2 ’23Q3 ’23: $11MQ4 ’23: $12MQ1 ’24: $13MQ1 ’24Q2 ’24: $12MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $16MQ2 ’25: $16MQ3 ’25: $15MQ3 ’25Q4 ’25: $17MQ1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.1K$19M+4.52%
Q4 202543.6K$17M+4.26%
Q3 202543.6K$15M+4.95%
Q2 202552.6K$16M+4.96%
Q1 202553.8K$16M+5.19%
Q4 202454.2K$13M+4.90%
Q3 202454.2K$13M+5.13%
Q2 202455.9K$12M+5.08%
Q1 202463.2K$13M+5.82%
Q4 202362.1K$12M+6.07%
Q3 202361.4K$11M+5.79%
Q2 202355.2K$10M+6.02%
Q1 202352.2K$10M+6.36%
Q4 202250.0K$8M+6.75%
Q3 202250.2K$8M+6.57%
Q2 202250.2K$8M+6.72%
Q1 202251.7K$9M+6.00%
Q4 202153.6K$9M+5.74%
Q3 202158.9K$10M+6.38%
Q2 202157.8K$10M+6.42%
Q1 202150.4K$8M+6.08%

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