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Independent Wealth Advisors LLC → GLD

Independent Wealth Advisors LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
4
Latest value
$10.2M
Q3 2026
Peak value
$11.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.6M
Q1 2026$11.4M
Q2 2026$9.7M
Q3 2026$10.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.2M26.8K——
Q2 2026$9.7M26.4K——
Q1 2026$11.4M26.5K——
Q4 2025$10.6M26.7K——

Other funds holding GLD

Other Independent Wealth Advisors LLC positions

BLK

ISHARES TR

$8.9M
BTCW

WISDOMTREE TR

$6.9M
BLK

ISHARES TR

$6.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$5.9M
BTCW

WISDOMTREE TR

$5.6M
BTCW

WISDOMTREE TR

$5.2M
KOLD

PROSHARES TR

$5.2M
KOLD

PROSHARES TR

$5.1M