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Portfolio (Quarterly) Guide ↗

Mader & Shannon Wealth Management, Inc.

· CIK 0001535862
13F Portfolio $214M AUM 21 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 14 Added 5 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 334,134.0 $25.2M 11.79% -71K -17.6% $75.51 +7.7%
2 GLD SPDR GOLD TR Financial Services 67,886.0 $25.0M 11.68% -15K -18.2% $368.38 +7.7%
3 SHY ISHARES TR 252,127.0 $20.7M 9.67% -84K -24.9% $82.11 -0.6%
4 VRP INVESCO EXCH TRADED FD TR II 723,418.0 $17.6M 8.21% -133K -15.6% $24.31 -0.9%
5 GDX VANECK ETF TRUST 89,239.0 $6.7M 3.15% -64K -41.6% $75.45 +25.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.0%
Energy 22.4%
Industrials 12.0%
Healthcare 8.3%
Basic Materials 7.1%
Consumer Cyclical 4.7%
Technology 0.3%
Consumer Defensive 0.3%