Back to KOLD
Independent Wealth Advisors LLC → KOLD
Independent Wealth Advisors LLC KOLD Position History
KOLD
Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q1 2026 | $4.7M |
| Q2 2026 | $5.1M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 95.2K | — | — |
| Q2 2026 | $5.1M | 91.6K | — | — |
| Q1 2026 | $4.7M | 44.6K | — | — |
| Q4 2025 | $4.5M | 43.6K | — | — |
Other funds holding KOLD
$996.9M
$963.3M
$959.3M