| 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 | ||||
| 4.488.900 $ | +99.260 $ | +3.577,3 % | 6 | 5.010.842 $ | +1.149.604 $ | +2.133,1 % | 9 | 4.899.039 $ | +1.767.668 $ | +4.957,9 % | 10 | ||||
| SPDR GOLD TRUST | GLD | → 0 | 2.233.747 $ | +189.896 $ | +9,3 % | 1 | 2.043.851 $ | +510.585 $ | +33,3 % | 1 | 1.533.266 $ | +195.556 $ | +14,6 % | 1 | |
| iShares Silver Trust | SLV | → 0 | 957.136 $ | -99.660 $ | -9,4 % | 1 | 1.056.796 $ | +238.956 $ | +29,2 % | 1 | 817.840 $ | +147.708 $ | +22,0 % | 1 | |
| iSHARES TRUST | → 0 | 798.126 $ | -67.628 $ | -7,8 % | 1 | 865.754 $ | -185.347 $ | -17,6 % | 1 | 1.051.101 $ | +351.396 $ | +50,2 % | 1 | ||
| ISHARES TR | → 0 | 309.549 $ | +308.119 $ | +21.546,8 % | 1 | 359.632 $ | +59.102 $ | +19,7 % | 1 | 571.456 $ | +566.790 $ | +12.147,2 % | 1 | ||
| NORTHERN LTS FD TR IV | → 0 | 300.530 $ | +298.523 $ | +14.874,1 % | 1 | ||||||||||
| SVB WEALTH LLC | → 0 | 253.727 $ | +253.727 $ | 1 | |||||||||||
| VANGUARD GROUP INC | → 0 | 247.799 $ | +247.799 $ | 1 | |||||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 145.069 $ | +144.428 $ | +22.531,7 % | 1 | ||||||||||
| Sequent Asset Management, LLC | → 0 | 120.615 $ | -9.745 $ | -7,5 % | 1 | 130.360 $ | +13.934 $ | +12,0 % | 1 | ||||||
| Ancora Advisors LLC | → 0 | 111.319 $ | -941 $ | -0,8 % | 1 | 112.260 $ | +108.239 $ | +2.691,8 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 79.023 $ | -230.526 $ | -74,5 % | 1 | 78.247 $ | +72.336 $ | +1.223,8 % | 1 | 83.129 $ | -218.962 $ | -72,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 73.157 $ | +56.955 $ | +351,5 % | 1 | ||||||||||
| SPDR SERIES TRUST | → 0 | 65.292 $ | +65.292 $ | 1 | |||||||||||
| 4.488.900 $ | +99.260 $ | +3.577,3 % | 6 | 5.010.842 $ | +1.149.604 $ | +2.133,1 % | 9 | 4.899.039 $ | +1.767.668 $ | +4.957,9 % | 10 | ||||