CreativeOne Wealth’s IDX Alternative FIAT ETF GLDB Stock Holding History

CreativeOne Wealth’s Portfolio GLDB Stock Details GLDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2M	Buy	+89,648	New	+$1.91M	0.04%	375

Other funds holding GLDB

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $102M AUM 10.36% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Smallwood Wealth Investment Management Red Bank, New Jersey $237M AUM 18.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CreativeOne Wealth's GLDB Position: Q3 2026 in Review

CreativeOne Wealth opened a new position in IDX Alternative FIAT ETF (GLDB) in Q3 2026: 89,648 shares worth $2M. The stake represents 0.04% of the portfolio and ranks #375 among its holdings.

9 funds tracked by Wall St. Rank hold GLDB as of Q3 2026.

CreativeOne Wealth held 89,648 shares of IDX Alternative FIAT ETF worth $2M as of Q3 2026.
IDX Alternative FIAT ETF was a new CreativeOne Wealth position in Q3 2026.
IDX Alternative FIAT ETF made up 0.04% of CreativeOne Wealth's portfolio in Q3 2026, its #375 holding.
9 funds tracked by Wall St. Rank held IDX Alternative FIAT ETF as of Q3 2026.

Based on CreativeOne Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.