Position in OGG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$114,458
-$8,452 QoQ
Shares Held
35,218
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OGG Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Modera Wealth Management, LLC holds $2,062,531 across 5 Gold names. OGG ranks #5 (5.5% of the industry book) .
All Filings in OGG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,458 | 35,218 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $122,910 | 35,218 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $119,389 | 35,218 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $75,366 | 35,218 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $52,474 | 35,218 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $57,405 | 35,218 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $75,014 | 35,218 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $65,505 | 35,218 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $75,014 | 35,218 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $102,484 | 35,218 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103,540 | 35,218 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||