Walkner Condon Financial Advisors LLC
Top Portfolio Positions
113 positions ·
$124,809,015 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,482 | $16,111,096 | 12.91% | |
| GLDM |
World Gold Trust
|
121,250 | $11,238,662 | 9.00% | |
| MSFT |
Microsoft Corp
Technology
|
20,135 | $7,453,372 | 5.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,328 | $6,708,199 | 5.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,101 | $5,918,744 | 4.74% | |
| NVDA |
Nvidia Corp
Technology
|
29,822 | $5,200,956 | 4.17% | |
| USB |
US Bancorp De
Financial Services
|
87,359 | $4,543,541 | 3.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,075 | $4,060,452 | 3.25% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
17,221 | $3,766,577 | 3.02% | |
| GLD |
Spdr Gold Trust
|
7,974 | $3,431,132 | 2.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,766,577 | 17,221 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,805,861 | 18,511 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,074,061 | 18,580 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,518,336 | 18,229 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,324,763 | 17,956 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,908,543 | 17,382 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,811,507 | 15,990 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,618,948 | 15,721 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,342,825 | 14,061 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,243,879 | 13,666 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,140,569 | 13,554 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $992,447 | 11,439 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,191,111 | 13,059 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,152,762 | 12,919 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,033,515 | 12,739 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $949,296 | 11,125 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $975,692 | 10,155 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $755,405 | 8,445 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $556,020 | 6,000 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $593,700 | 6,000 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $604,162 | 6,430 | Shares | Sole | 2020-11-19 | |
| No 13F history on record for this holder in this stock. | ||||||