SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / GQ9

Nicholson Wealth Management Group, LLC’s Spdr Gold Tr Position

Does Nicholson Wealth Management Group, LLC own Spdr Gold Tr (GQ9)? Yes — 4.3K shares worth $2M (+1.08% of its 13F portfolio) as of Q1 2026, up from 4.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.3K
% of Portfolio
+1.08%
Quarters Held
7
currently held

Position History GQ9

Reported value by quarter
Q3 ’24: $869,183Q3 ’24Q4 ’24: $865,857Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.3K$2M+1.08%
Q4 20254.0K$2M+0.92%
Q3 20253.8K$1M+0.80%
Q2 20253.8K$1M+0.71%
Q1 20253.6K$1M+0.68%
Q4 20243.6K$865,857+0.58%
Q3 20243.6K$869,183+0.71%

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