Arete Wealth Advisors, LLC
Top Portfolio Positions
133 positions ·
$564,964,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DIS |
Walt Disney Co
Communication Services
|
458,292 | $44,170,182 | 7.82% | |
| AAPL |
Apple Inc.
Technology
|
151,546 | $38,460,859 | 6.81% | |
| NVDA |
Nvidia Corp
Technology
|
195,576 | $34,108,454 | 6.04% | |
| GLD |
Spdr Gold Trust
|
52,427 | $22,558,813 | 3.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
80,292 | $19,626,576 | 3.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
29,234 | $19,012,039 | 3.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,584 | $18,032,849 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
47,897 | $17,730,032 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,352 | $13,616,541 | 2.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
75,930 | $12,882,283 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,688,714 | 105,081 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $4,723,748 | 114,989 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,116,057 | 111,819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $397,940 | 12,617 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $384,320 | 12,888 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $419,487 | 16,746 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $418,615 | 16,658 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $339,188 | 15,265 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $375,990 | 17,702 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $398,965 | 20,211 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $550,622 | 29,974 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,081,100 | 57,292 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $781,013 | 44,706 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $730,282 | 45,872 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $933,341 | 53,857 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $853,862 | 45,956 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $590,457 | 35,042 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $534,284 | 31,447 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $478,830 | 29,197 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $644,278 | 35,245 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,865,928 | 102,806 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,667,722 | 97,300 | Shares | Sole | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||