Buttonwood Financial Group, LLC reported 3 positions worth $6.08M for the quarter ended Sep 30, 2026, up 72.9% on the prior quarter. It opened 1 new position, added to 1, trimmed 1 and exited 0. Its largest holding is Ishares Gold Trust at 84.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SHW Sherwin Williams Co | -600 | -33.3% | $192.70K | 6.34% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | +13.7K | $563.67K | 9.27% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 65.5K | $5.13M | 84.39% | +27.1K | +70.7% | Added | 0.01% |
| 2 | AAAU Goldman Sachs Physical Gold ETF | Others | 13.7K | $563.67K | 9.27% | +13.7K | – | New | 0.02% |
| 3 | SHW Sherwin Williams Co | Basic Materials | 1,200 | $385.39K | 6.34% | -600 | -33.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Buttonwood Financial.
As of its Q3 2026 13F filing, Buttonwood Financial Group, LLC’s five largest positions were Ishares Gold Trust (IAU) at 84.4%, Goldman Sachs Physical Gold ETF (AAAU) at 9.3%, Sherwin Williams Co (SHW) at 6.3% of the reported portfolio.
Buttonwood Financial Group, LLC reported a 13F portfolio worth $6.08M across 3 positions for Q3 2026. That is up 72.9% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($2.12M), Goldman Sachs Physical Gold ETF ($563.67K). It opened 1 new positions.
Its largest sales by value were Sherwin Williams Co ($192.70K). It exited 0 positions entirely.
From the Form 13F-HR reports Buttonwood Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.