Ownership history in MinichMacGregor Wealth Management, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which MinichMacGregor Wealth Management, LLC reported a position in SPDR GOLD ETF (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MinichMacGregor Wealth Management, LLC outperformed the S&P 500 by +2.6% annually on this GLD position. Timing score: 79% (11/14 decisions correct). Average cost basis: $233.37. Maximum drawdown during holding period: β6.4%.
β
Outperformed SPY on this position by 2.6% ann.
16 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 14 add/trim decisions correct
Best entry: $121.25 (2018 Q4) Β· Worst: $355.47 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 3 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π MinichMacGregor Wealth Management, LLC has been actively increasing its GLD allocation β a bullish signal from insiders.
Currently 6.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size