Moulton Wealth Management, Inc reported 9 positions worth $12.48M for the quarter ended Sep 30, 2026, up 22.8% on the prior quarter. It opened 0 new positions, added to 6, trimmed 2 and exited 0. Its largest holding is Goldman Sachs Physical Gold ETF at 32.7% 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 |
|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | +30.5K | +44.6% | $1.26M | 32.66% |
| SLV iShares Silver Trust | +8,150 | +37.4% | $448.41K | 13.22% |
| XOM ExxonMobil Holdings Corp | +85 | +0.6% | $13.93K | 17.98% |
| MTH Meritage Homes CORP | +24 | +0.8% | $1.54K | 1.66% |
| COST Costco Wholesale Corp | +1 | +0.2% | $914.79 | 4.63% |
| CVX Chevron Corp | +2 | +0.0% | $414.18 | 8.19% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAAU Goldman Sachs Physical Gold ETF | Others | 99.0K | $4.07M | 32.66% | +30.5K | +44.6% | Added | 0.16% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 13.7K | $2.24M | 17.98% | +85 | +0.6% | Added | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 5,308 | $2.03M | 16.28% | -53 | -1.0% | Reduced | 0% |
| 4 | SLV iShares Silver Trust | Others | 30.0K | $1.65M | 13.22% | +8,150 | +37.4% | Added | 0.01% |
| 5 | CVX Chevron Corp | Energy | 4,936 | $1.02M | 8.19% | +2 | +0.0% | Added | 0% |
| 6 | COST Costco Wholesale Corp | Consumer Staples | 631 | $577.23K | 4.63% | +1 | +0.2% | Added | 0% |
| 7 | IAU Ishares Gold Trust | Others | 5,855 | $459.42K | 3.68% | -100 | -1.7% | Reduced | 0% |
| 8 | AZO Autozone Inc | Consumer Discretionary | 75 | $211.43K | 1.69% | 0 | 0.0% | Unchanged | 0% |
| 9 | MTH Meritage Homes CORP | Consumer Discretionary | 3,215 | $206.96K | 1.66% | +24 | +0.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Moulton Wealth Management.
As of its Q3 2026 13F filing, Moulton Wealth Management, Inc’s five largest positions were Goldman Sachs Physical Gold ETF (AAAU) at 32.7%, ExxonMobil Holdings Corp (XOM) at 18.0%, Spdr Gold Trust (GLD) at 16.3%, iShares Silver Trust (SLV) at 13.2%, Chevron Corp (CVX) at 8.2% of the reported portfolio.
Moulton Wealth Management, Inc reported a 13F portfolio worth $12.48M across 9 positions for Q3 2026. That is up 22.8% from the previous quarter.
Its largest purchases by value were Goldman Sachs Physical Gold ETF ($1.26M), iShares Silver Trust ($448.41K), ExxonMobil Holdings Corp ($13.93K). It opened 0 new positions.
Its largest sales by value were Spdr Gold Trust ($20.29K), Ishares Gold Trust ($7.85K). It exited 0 positions entirely.
From the Form 13F-HR reports Moulton Wealth Management, Inc 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.