Towneley Capital Management, Inc / DE
CIK
2004980
City
LAGUNA HILLS
State / Country
CA
Top Portfolio Positions
9 positions ·
$49,253,045 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
497,813 | $22,212,416 | 45.10% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
48,320 | $10,568,550 | 21.46% | |
| IAU |
Ishares Gold Trust
|
108,996 | $9,609,087 | 19.51% | |
| GLD |
Spdr Gold Trust
|
10,138 | $4,362,280 | 8.86% | |
| NTB |
Bank of N.T. Butterfield & Son Ltd
Financial Services
|
27,155 | $1,425,094 | 2.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
720 | $345,024 | 0.70% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
7,510 | $266,154 | 0.54% | |
| SELF |
Global Self Storage, Inc.
Real Estate
|
48,375 | $247,196 | 0.50% | |
| AAPL |
Apple Inc.
Technology
|
856 | $217,244 | 0.44% |
Portfolio Trend
10 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,568,550 | 48,320 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,734,954 | 47,349 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,063,371 | 48,736 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,065,129 | 51,141 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,697,897 | 59,457 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,277,375 | 57,171 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,525,164 | 57,597 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,995,289 | 58,218 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,672,604 | 59,399 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,405,404 | 59,387 | Shares | Sole | 2024-01-17 | |
| No 13F history on record for this holder in this stock. | ||||||