WT Wealth Management

CIK

1780507

City

SCOTTSDALE

State / Country

Stock

SGOL — abrdn Gold ETF Trust

Top Portfolio Positions

70 positions · $119,178,337 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SGOL	abrdn Gold ETF Trust	426,633	$19,036,364	15.97%
NVDA	Nvidia Corp Technology	61,494	$10,724,553	9.00%
AMZN	Amazon Com Inc Consumer Cyclical	39,819	$8,293,103	6.96%
AAPL	Apple Inc. Technology	28,948	$7,346,712	6.16%
MSFT	Microsoft Corp Technology	12,004	$4,443,520	3.73%
META	Meta Platforms, Inc. Communication Services	7,542	$4,315,004	3.62%
SIVR	abrdn Silver ETF Trust	52,035	$3,726,226	3.13%
COST	Costco Wholesale Corp /New Consumer Defensive	3,686	$3,672,840	3.08%
WMT	Walmart Inc. Consumer Defensive	28,961	$3,599,273	3.02%
TSLA	Tesla, Inc. Consumer Cyclical	8,025	$2,983,293	2.50%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,036,364	426,633	-5.7%	Shares	Sole	2026-04-21
2025-12-31	$18,586,399	452,444	-3.5%	Shares	Sole	2026-02-02
2025-09-30	$17,256,270	468,793	+26.3%	Shares	Sole	2025-10-22
2025-06-30	$11,707,931	371,209	-15.6%	Shares	Sole	2025-09-10
2025-03-31	$13,108,007	439,571	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$10,982,521	438,424	+23.4%	Shares	Sole	2025-02-05
2024-09-30	$8,927,507	355,253	+13.7%	Shares	Sole	2024-10-21
2024-06-30	$6,942,527	312,445	-5.2%	Shares	Sole	2024-10-21
2024-03-31	$6,997,666	329,457	-25.4%	Shares	Sole	2024-10-21
2023-12-31	$8,715,506	441,515	-42.2%	Shares	Sole	2024-02-08
2023-09-30	$13,511,975	763,820	+42.4%	Shares	Sole	2023-12-04
2023-06-30	$9,850,379	536,221	+13.5%	Shares	Sole	2023-07-25
2023-03-31	$8,914,206	472,401	+28.8%	Shares	Sole	2023-04-20
2022-12-31	$6,407,314	366,761	+0.1%	Shares	Sole	2023-01-20
2022-09-30	$5,835,444	366,548	+82.6%	Shares	Sole	2022-10-20
2022-06-30	$3,479,378	200,772	+6.0%	Shares	Sole	2022-07-26
2022-03-31	$3,517,639	189,324	+164.6%	Shares	Sole	2022-05-06
2021-09-30	$1,205,634	71,551	-2.1%	Shares	Sole	2021-10-15
2021-06-30	$1,241,238	73,057	+4.5%	Shares	Sole	2021-07-19
2021-03-31	$1,146,819	69,928	-57.0%	Shares	Sole	2021-04-29
2020-12-31	$2,973,991	162,691	-5.2%	Shares	Sole	2021-02-01
2020-09-30	$3,113,196	171,526	+24.4%	Shares	Sole	2020-10-30
2020-06-30	$2,363,845	137,914	+4.1%	Shares	Sole	2020-08-04
2020-03-31	$2,006,662	132,453	—	Shares	Sole	2020-05-13
No 13F history on record for this holder in this stock.