— Know what they know.
Not Investment Advice

QGLDX

The Gold Bullion Strategy Fund
1W: +1.1% 1M: +0.7% 3M: -14.4% YTD: -7.4% 1Y: -25.8% 3Y: +21.2% 5Y: +22.6%
$18.79
-0.28 (-1.47%)
 
Weekly Expected Move ±3.0%
$18 $18 $19 $19 $20
ETF NASDAQ · AUM $83.6M
Key Statistics
AUM$84M
Holdings2
Top 10 Wt5.6%
Volume0
Avg Volume0
Beta0.34
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2013-07-05
Sector Allocation
Other 89.7%
Financial Services 5.6%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Fidelity Colchester Street Trust 66.42% $110.8M 110,817,200
2 Hyperion Fund LLC 8.84% $14.7M 1
3 COMMODITIES EXCHANGE CENTER 6.22% $10.4M 353
4 iShares Trust SGOV 4.83% $8.1M 80,000
5 Galaxy Plus Fund LLC 3.35% $5.6M 5,372
6 Spdr Gold Trust GLD 0.81% $1.3M 3,123
7 STONECASTLE 0.68% $1.1M 1,136,811
8 Connexus Credit Union (Wisconsin) 0.60% $1.0M 1,000,000
9 Flushing Bank 0.60% $1.0M 1,000,000
10 Customers Bank 0.60% $1.0M 1,000,000

Recent Holding Changes

Date Holding Change Details
2026-02-28 GLD New
2026-02-28 SGOV New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms