TG
| |
The Gold Bullion Strategy PortfolioMutual Fund | |
| Advisors Preferred Trust | |
| Last update 2025-06-18 | 3 Stocks (0 new) |
| Value $15.00 Mil | Turnover 20 % |
The Gold Bullion Strategy Port... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 70,290 | 7,076.1 | +25.00% | 48.200 | +9.64% | 0.010 | +1.06% | +2.39% | 51,425.9 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 77,140 | 7,076.1 | +25.02% | 48.200 | +9.65% | 0.020 | +1.05% | +2.34% | 41,778.1 | ||
GLD | SPDR Gold Shares ETF | 1,834 | 528.5 | +16.22% | 3.600 | +0.50% | 0.000 | +2.81% | +28.93% | 102,799.3 |
The Gold Bullion Strategy Portfolio's Historical Top Holdings Breakdowns
The Gold Bullion Strategy Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +9.65% | 91.45 ($91.59) 91.75 | $91.68 | 0.10% | Add 25.02% | 77,140 | 15,440 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +9.64% | 100.34 ($100.51) 100.68 | $100.63 | 0.12% | Add 25% | 70,290 | 14,060 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.50% | 243.19 ($264.45) 288.14 | $312.18 | 18.05% | Add 16.22% | 1,834 | 256 | |
GLD | SPDR Gold Shares ETF | 2024-12-31 | Add Add | +0.74% | 236.59 ($245.74) 257.5 | $312.18 | 27.04% | Add 29.13% | 1,578 | 356 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-12-31 | Add Add | +0.53% | 91.29 ($91.59) 91.8 | $91.68 | 0.10% | Add 1.11% | 61,700 | 680 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-12-31 | Add Add | +0.52% | 100.16 ($100.45) 100.7 | $100.63 | 0.18% | Add 1.1% | 56,230 | 610 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-09-30 | Add Add | +6.52% | 100.3 ($100.53) 100.74 | $100.63 | 0.10% | Add 15.47% | 55,620 | 7,450 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-09-30 | Add Add | +6.51% | 91.42 ($91.63) 91.82 | $91.68 | 0.05% | Add 15.44% | 61,020 | 8,160 | |
GLD | SPDR Gold Shares ETF | 2024-09-30 | Reduce Reduce | -0.52% | 215.56 ($229) 246.98 | $312.18 | 36.32% | Reduce -16.64% | 1,222 | -244 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-06-30 | Add Add | +4.02% | 91.42 ($91.61) 91.82 | $91.68 | 0.08% | Add 9.06% | 52,860 | 4,390 |
The Gold Bullion Strategy Portfolio Total Holding History ($B)
The Gold Bullion Strategy Portfolio's Asset Allocation
The Gold Bullion Strategy Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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The Gold Bullion Strategy Portfolio's Hypothetical Growth since 2025-03-31
The Gold Bullion Strategy Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
The Gold Bullion Strategy Portfolio's Holdings Heat Map
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The Gold Bullion Strategy Portfolio's Holdings Bubble Chart
The Gold Bullion Strategy Portfolio News
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