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Innovative Advisory Group, LLC → GLD

Innovative Advisory Group, LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
12
Latest value
$12.1M
Q3 2026
Peak value
$28.1M
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$17.1M
Q4 2024$5K
Q1 2025$20.2M
Q1 2025$6K
Q2 2025$21.2M
Q2 2025$7K
Q3 2025$24.1M
Q3 2025$8K
Q4 2025$28.1M
Q1 2026$14.8M
Q2 2026$11.9M
Q3 2026$12.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.1M31.8K——
Q2 2026$11.9M32.4K——
Q1 2026$14.8M34.3K——
Q4 2025$28.1M70.8K——
Q3 2025$8K100——
Q3 2025$24.1M67.8K——
Q2 2025$7K100——
Q2 2025$21.2M69.6K——
Q1 2025$6K100——
Q1 2025$20.2M70.2K——
Q4 2024$5K100——
Q4 2024$17.1M70.5K——

Other funds holding GLD

Other Innovative Advisory Group, LLC positions

STT-PG

SPDR SERIES TRUST

$83.1M
STT-PG

SPDR SERIES TRUST

$66.2M
STT-PG

SPDR SERIES TRUST

$65.7M
STT-PG

SPDR SERIES TRUST

$33.5M
STT-PG

SPDR SER TR

$32.7M
STT-PG

SPDR SER TR

$31.5M
STT-PG

SPDR SERIES TRUST

$21.4M
SLV

ISHARES SILVER TR

$15.9M