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WealthNavi Inc.

13F filer · CIK 0001774552
Reported Jul 23, 2026
Net buyer this quarter
13F portfolio value$12.8BU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter+$80.7MBuys minus sells
Top 10 positions weight6.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 20263 positions
IAUIshares Gold Trust$502M3.94%0.81%-3.9%Q4 2022
GLDSPDR Gold Trust$171M1.34%0.13%-10.2%Q1 2019
GLDMWorld Gold Trust$128M1.00%0.47%+1551.0%Q1 2026
Q1 2026Reported Apr 21, 20263 positions
IAUIshares Gold Trust$610M5.29%0.81%-2.4%Q4 2022
GLDSPDR Gold Trust$223M1.93%0.14%-21.3%Q1 2019
GLDMWorld Gold Trust$9.06M0.08%0.03%NewQ1 2026
Q4 2025Reported Jan 15, 20262 positions
IAUIshares Gold Trust$575K5.09%0.86%-0.6%Q4 2022
GLDSPDR Gold Trust$261K2.30%0.18%-10.9%Q1 2019
Q3 2025Reported Oct 15, 20252 positions
IAUIshares Gold Trust$519K4.81%0.93%+8.5%Q4 2022
GLDSPDR Gold Trust$262K2.43%0.22%-5.1%Q1 2019
Premium opens every quarter this fund has filed

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