Investing in Gold and Healthcare Stocks: Mader & Shannon Wealth Management's Q3 2022 vs. Q4 2022 Holdings Comparison

Mader & Shannon Wealth Management, Inc. recently released their Q3 2022 and Q4 2022 13F holdings, revealing some significant changes in their investment strategies. According to the report, Mader & Shannon Wealth Management, Inc. increased its holdings in gold ETFs and healthcare stocks.

During Q3 2022, the firm had 608,695 shares in the iShares Gold Trust, which increased to 614,720 shares in Q4 2022. In terms of value, the firm's investment in the iShares Gold Trust was $19,192 during Q3 2022, and it increased to $21,263 in Q4 2022, representing a 10.8% change.

The firm's holdings in the SPDR Gold Trust also increased from 124,015 shares in Q3 2022 to 124,829 shares in Q4 2022, with the value increasing from $19,181 to $21,176, a 10.4% change.

In the healthcare sector, the firm increased its holdings in Thermo Fisher Scientific Inc. from 11,215 shares in Q3 2022 to 14,570 shares in Q4 2022, with the value increasing from $5,688 to $8,024, representing a 41.1% change. The firm also increased its holdings in UnitedHealth Group Inc. from 13,589 shares in Q3 2022 to 15,067 shares in Q4 2022, with the value increasing from $6,863 to $7,988, a 16.4% change.

The firm also had some significant changes in its holdings in other sectors. Mader & Shannon Wealth Management, Inc. increased its holdings in CDW Corp from 35,808 shares in Q3 2022 to 47,644 shares in Q4 2022, representing a 52.2% change. The firm's investment in Dollar General Corp also increased from 22,262 shares in Q3 2022 to 31,692 shares in Q4 2022, with the value increasing from $5,340 to $7,804, representing a 46.1% change.

On the other hand, the firm sold all its holdings in the Schwab Strategic Trust and the iShares Short Treasury Bond ETF during Q4 2022. It also significantly reduced its holdings in the iShares MSCI ACWI ex US ETF from zero shares in Q3 2022 to 225,152 shares in Q4 2022.

In conclusion, Mader & Shannon Wealth Management, Inc.'s Q3 2022 vs. Q4 2022 13F holdings report shows that the firm has increased its investments in Gold ETFs and healthcare stocks, indicating its bullish stance on these sectors. However, the firm also made significant reductions in its holdings in other sectors, revealing a cautious approach towards investment in those areas. Any investor should review the complete report thoroughly before making any investment decisions.