IHT Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$125K Buy
+11,335
New +$137K ﹤0.01% 1216
2025
Q4
Sell
-10,600
Closed -$159K 1213
2025
Q3
$159K Sell
10,600
-415
-4% -$6.21K ﹤0.01% 1132
2025
Q2
$164K Sell
11,015
-288
-3% -$4.2K ﹤0.01% 1111
2025
Q1
$176K Buy
11,303
+199
+2% +$3.09K 0.01% 1049
2024
Q4
$169K Buy
11,104
+231
+2% +$3.63K 0.01% 1034
2024
Q3
$171K Buy
10,873
+872
+9% +$13.4K ﹤0.01% 1101
2024
Q2
$149K Buy
+10,001
New +$146K 0.01% 978
2024
Q1
Sell
-14,261
Closed -$183K 1037
2023
Q4
$183K Sell
14,261
-1,762
-11% -$23K 0.01% 919
2023
Q3
$237K Buy
16,023
+378
+2% +$5.97K 0.01% 820
2023
Q2
$249K Buy
15,645
+291
+2% +$4.65K 0.01% 795
2023
Q1
$248K Sell
15,354
-158
-1% -$2.61K 0.01% 766
2022
Q4
$236K Buy
15,512
+48
+0.3% +$756 0.01% 759
2022
Q3
$238K Sell
15,464
-200
-1% -$3.33K 0.02% 705
2022
Q2
$252K Sell
15,664
-741
-5% -$13.1K 0.02% 584
2022
Q1
$312K Buy
16,405
+230
+1% +$4.31K 0.02% 557
2021
Q4
$296K Sell
16,175
-4,913
-23% -$94K 0.02% 618
2021
Q3
$404K Buy
21,088
+109
+0.5% +$2.32K 0.03% 498
2021
Q2
$455K Sell
20,979
-51
-0.2% -$1.07K 0.03% 557
2021
Q1
$441K Buy
21,030
+225
+1% +$4.63K 0.03% 497
2020
Q4
$404K Sell
20,805
-10,033
-33% -$185K 0.03% 480
2020
Q3
$543K Sell
30,838
-42
-0.1% -$741 0.05% 332
2020
Q2
$522K Sell
30,880
-32,179
-51% -$512K 0.07% 279
2020
Q1
$962K Buy
63,059
+51,033
+424% +$894K 0.14% 164
2019
Q4
$218K Buy
12,026
+1,212
+11% +$23.2K 0.03% 542
2019
Q3
$209K Sell
10,814
-1,252
-10% -$25.1K 0.03% 541
2019
Q2
$247K Buy
12,066
+205
+2% +$4.12K 0.04% 445
2019
Q1
$233K Buy
11,861
+1,381
+13% +$27K 0.04% 420
2018
Q4
$191K Sell
10,480
-211
-2% -$4.1K 0.04% 432
2018
Q3
$225K Buy
+10,691
New +$233K 0.05% 384
2018
Q2
Sell
-6,034
Closed -$122K 797
2018
Q1
$122K Buy
6,034
+124
+2% +$2.56K 0.03% 439
2017
Q4
$129K Buy
+5,910
New +$127K 0.03% 433

Other funds holding GOF

IHT Wealth Management's GOF Position: Q1 2026 in Review

IHT Wealth Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026: 11,335 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in GOF as recently as Q3 2025.

IHT Wealth Management first reported a position in GOF in Q4 2017 and has held it in 31 quarters since. The position peaked at $962K in Q1 2020. 201 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • IHT Wealth Management held 11,335 shares of Guggenheim Strategic Opportunities Fund worth $125K as of Q1 2026.
  • Guggenheim Strategic Opportunities Fund was a new IHT Wealth Management position in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1216 holding.
  • IHT Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2017 and has held it in 31 quarters since.
  • IHT Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $962K in Q1 2020.
  • 201 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.