2026 Q2 Portfolio Activity
In 2026 Q2, WealthNavi Inc. maintained a portfolio of 11 distinct positions. They heavily accumulated shares in SPDR Gold MiniShares Trust, increasing the position by 1551.0%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
VTI (37.2%)
Top 10 Concentration
99.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
WealthNavi Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 37.20% | 35.97% |
#1
Prev: #1
|
6.5 |
—
|
-103,323 | -0.8% |
P
S
|
12,831,750 | $4,748,261 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 27.62% | 27.48% |
#2
Prev: #2
|
6.0 |
—
|
2,210 | 0.0% |
P
S
|
49,483,539 | $3,525,702 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AGG
ISHARES CORE U....
|
ETF | 9.11% | 9.91% |
#3
Prev: #3
|
5.1 |
—
|
237,832 | 2.1% |
P
S
|
11,751,184 | $1,163,132 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 7.77% | 7.54% |
#4
Prev: #4
|
4.1 |
—
|
521,371 | 3.2% |
P
S
|
16,623,315 | $992,246 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IYR
ISHARES U.S. RE...
|
ETF | 4.70% | 4.93% |
#5
1
Prev: #6
|
2.9 |
—
|
-139,738 | -2.3% |
P
S
|
5,870,511 | $600,260 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 4.12% | 3.63% |
#6
1
Prev: #7
|
3.6 |
—
|
62,162 | 9.7% |
P
S
|
702,867 | $526,370 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 3.94% | 5.29% |
#7
2
Prev: #5
|
2.1 |
—
|
-268,531 | -3.9% |
P
S
|
6,653,240 | $502,386 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IAGG
ISHARES CORE IN...
|
ETF | 2.63% | 2.62% |
#8
Prev: #8
|
3.1 |
—
|
597,893 | 9.9% |
P
S
|
6,646,207 | $336,298 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 1.34% | 1.93% |
#9
Prev: #9
|
1.0 |
—
|
-52,776 | -10.2% |
P
S
|
464,989 | $171,293 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GLDM
SPDR Gold MiniS...
|
ETF | 1.00% | 0.08% |
#10
1
Prev: #11
|
3.4 |
—
|
1,516,579 | 1551.0% |
P
S
|
1,614,358 | $128,212 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
TIP
ISHARES TIPS BO...
|
ETF | 0.54% | 0.63% |
#11
1
Prev: #10
|
0.7 |
—
|
-27,119 | -4.1% |
P
S
|
627,817 | $68,702 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 |
Showing 1-11 of 11 holdings