GC Wealth Management RIA’s Iron Mountain IRM Stock Holding History

GC Wealth Management RIA’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,938	Closed	-$1.12M	–	684
2025 Q3	$1.12M	Buy	10,938 +2,340	+27%	+$225K	0.04%	303
2025 Q2	$882K	Buy	8,598 +1,864	+28%	+$176K	0.07%	222
2025 Q1	$579K	Buy	6,734 +582	+9%	+$56.1K	0.11%	161
2024 Q4	$647K	Sell	6,152 -378	-6%	-$44.4K	0.11%	150
2024 Q3	$776K	Sell	6,530 -11,254	-63%	-$1.2M	0.14%	131
2024 Q2	$1.59M	Buy	17,784 +3,958	+29%	+$320K	0.31%	65
2024 Q1	$1.11M	Buy	+13,826	New	+$1M	0.22%	90

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

GC Wealth Management RIA's IRM Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 10,938 shares — an estimated $1.12M sold.

GC Wealth Management RIA first reported a position in IRM in Q1 2024 and held it in 7 quarters. The position peaked at $1.59M in Q2 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

GC Wealth Management RIA reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 10,938 Iron Mountain shares in Q4 2025, an estimated $1.12M.
GC Wealth Management RIA first reported a position in Iron Mountain in Q1 2024 and held it in 7 quarters.
GC Wealth Management RIA's Iron Mountain position peaked at $1.59M in Q2 2024.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.