SEC 13F Intelligence

Northcape Wealth Management, LLC / GQ9

Northcape Wealth Management, LLC’s Spdr Gold Tr Position

Does Northcape Wealth Management, LLC own Spdr Gold Tr (GQ9)? Yes69.3K shares worth $30M (+8.12% of its 13F portfolio) as of Q1 2026, down from 73.0K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
69.3K
% of Portfolio
+8.12%
Quarters Held
18
currently held

Position History GQ9

Reported value by quarter
Q4 ’21: $20MQ4 ’21Q1 ’22: $22MQ2 ’22: $20MQ3 ’22: $16MQ3 ’22Q4 ’22: $13MQ1 ’23: $19MQ2 ’23: $17MQ2 ’23Q3 ’23: $16MQ4 ’23: $17MQ1 ’24: $16MQ1 ’24Q2 ’24: $16MQ3 ’24: $18MQ4 ’24: $19MQ4 ’24Q1 ’25: $22MQ2 ’25: $23MQ3 ’25: $26MQ3 ’25Q4 ’25: $29MQ1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.3K$30M+8.12%
Q4 202573.0K$29M+8.16%
Q3 202574.4K$26M+7.72%
Q2 202574.1K$23M+6.89%
Q1 202576.6K$22M+7.12%
Q4 202477.8K$19M+6.08%
Q3 202474.7K$18M+5.95%
Q2 202476.5K$16M+5.93%
Q1 202477.1K$16M+5.78%
Q4 202389.2K$17M+6.18%
Q3 202392.6K$16M+6.08%
Q2 202397.3K$17M+6.26%
Q1 2023102.4K$19M+6.79%
Q4 202277.9K$13M+7.38%
Q3 2022101.1K$16M+5.57%
Q2 2022116.8K$20M+7.53%
Q1 2022121.6K$22M+6.41%
Q4 2021117.4K$20M+6.77%

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