SEC 13F Intelligence

Bradley & Co. Private Wealth Management, LLC / GQ9

Bradley & Co. Private Wealth Management, LLC’s Spdr Gold Tr Position

Does Bradley & Co. Private Wealth Management, LLC own Spdr Gold Tr (GQ9)? Yes — 6.2K shares worth $3M (+1.40% of its 13F portfolio) as of Q1 2026, up from 6.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.2K
% of Portfolio
+1.40%
Quarters Held
20
currently held

Position History GQ9

Reported value by quarter
Q1 ’21: $598,000Q1 ’21Q2 ’21: $619,000Q3 ’21: $587,000Q4 ’21: $611,000Q4 ’21Q1 ’22: $646,000Q2 ’22: $627,000Q3 ’22: $576,000Q3 ’22Q4 ’22: $926,234Q1 ’23: $682,311Q2 ’23: $663,877Q2 ’23Q3 ’23: $638,480Q4 ’23: $711,917Q1 ’24: $766,101Q1 ’24Q2 ’24: $800,697Q4 ’24: $901,692Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.2K$3M+1.40%
Q4 20256.1K$2M+1.27%
Q3 20254.3K$2M+0.85%
Q2 20253.7K$1M+0.70%
Q1 20253.7K$1M+0.73%
Q4 20243.7K$901,692+0.56%
Q2 20243.7K$800,697+0.59%
Q1 20243.7K$766,101+0.62%
Q4 20233.7K$711,917+0.66%
Q3 20233.7K$638,480+0.67%
Q2 20233.7K$663,877+0.66%
Q1 20233.7K$682,311+0.75%
Q4 20225.5K$926,234+1.13%
Q3 20223.7K$576,000+0.69%
Q2 20223.7K$627,000+0.69%
Q1 20223.6K$646,000+0.56%
Q4 20213.6K$611,000+0.49%
Q3 20213.6K$587,000+0.51%
Q2 20213.7K$619,000+0.54%
Q1 20213.7K$598,000+0.55%

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