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Independent Wealth Network Inc. → GLD

Independent Wealth Network Inc. GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
7
Latest value
$881K
Q3 2026
Peak value
$4.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4M
Q1 2026$4.4M
Q1 2026$637K
Q2 2026$3.8M
Q2 2026$693K
Q3 2026$4M
Q3 2026$881K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$881K10.7K——
Q3 2026$4M10.5K——
Q2 2026$693K8.7K——
Q2 2026$3.8M10.4K——
Q1 2026$637K6.9K——
Q1 2026$4.4M10.2K——
Q4 2025$4M10.0K——

Other funds holding GLD

Other Independent Wealth Network Inc. positions

CAT

CATERPILLAR INC

$28.2M
CAT

CATERPILLAR INC

$21.5M
CAT

CATERPILLAR INC

$18.5M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$15.3M
CAT

CATERPILLAR INC

$15M
STT-PG

SPDR SERIES TRUST

$13.3M