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Independence Financial Advisors, LLC → GLD
Independence Financial Advisors, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
5
Latest value
$14.1M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $12.4M |
| Q2 2026 | $13M |
| Q3 2026 | $14.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.1M | 36.9K | — | — |
| Q2 2026 | $13M | 35.3K | — | — |
| Q1 2026 | $12.4M | 28.7K | — | — |
| Q4 2025 | $1.1M | 2.8K | — | — |
| Q3 2025 | $1M | 2.8K | — | — |