| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.604.907.628 $ | +251.187.898 $ | +6.569,7 % | 9 | 2.703.724.937 $ | +823.549.525 $ | +6.055,8 % | 9 | 2.136.104.733 $ | +485.452.265 $ | +3.181,7 % | 7 | ||||
| iSHARES TRUST | → 0 | 1.250.148.775 $ | +25.888.349 $ | +2,1 % | 1 | 1.224.260.426 $ | +50.960.268 $ | +4,3 % | 1 | 1.173.300.158 $ | +122.569.635 $ | +11,7 % | 1 | ||
| JMG Financial Group, Ltd. | → 0 | 165.295.430 $ | -221.532.907 $ | -57,3 % | 1 | 386.828.337 $ | +386.828.337 $ | 1 | |||||||
| ISHARES TR | → 0 | 235.819.574 $ | +235.088.065 $ | +32.137,4 % | 1 | 232.008.663 $ | +231.298.261 $ | +32.558,8 % | 1 | 250.492.767 $ | +239.513.847 $ | +2.181,6 % | 1 | ||
| ISHARES GOLD TRUST | IAU | → 0 | 201.655.423 $ | +14.278.203 $ | +7,6 % | 1 | 187.377.220 $ | +22.512.597 $ | +13,7 % | 1 | 164.864.623 $ | +20.888.337 $ | +14,5 % | 1 | |
| SEGALL BRYANT & HAMILL, LLC | → 0 | 167.205.246 $ | -5.687.596 $ | -3,3 % | 1 | 172.892.842 $ | -5.313.945 $ | -3,0 % | 1 | 178.206.787 $ | -23.113.977 $ | -11,5 % | 1 | ||
| SPDR GOLD TRUST | GLD | → 0 | 155.418.034 $ | +12.550.260 $ | +8,8 % | 1 | 142.867.774 $ | +12.238.593 $ | +9,4 % | 1 | 130.629.181 $ | +15.441.525 $ | +13,4 % | 1 | |
| FIRST TR EXCHANGE-TRADED FD | → 0 | 151.692.721 $ | +151.132.939 $ | +26.998,5 % | 1 | 119.287.835 $ | +118.540.272 $ | +15.856,9 % | 1 | 114.793.880 $ | +114.224.612 $ | +20.065,2 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 141.897.620 $ | +19.811.210 $ | +16,2 % | 1 | 122.086.410 $ | -1.730.927 $ | -1,4 % | 1 | 123.817.337 $ | -4.071.714 $ | -3,2 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 135.774.805 $ | +19.659.375 $ | +16,9 % | 1 | 116.115.430 $ | +8.216.069 $ | +7,6 % | 1 | ||||
| 2.604.907.628 $ | +251.187.898 $ | +6.569,7 % | 9 | 2.703.724.937 $ | +823.549.525 $ | +6.055,8 % | 9 | 2.136.104.733 $ | +485.452.265 $ | +3.181,7 % | 7 | ||||