GWSG
IRM icon

GPS Wealth Strategies Group’s Iron Mountain IRM Stock Holding History

GPS Wealth Strategies Group’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
-500
Closed -$51K – 1060
2025
Q3 		$51K Hold
500
– – 0.01% 668
2025
Q2 		$51.3K Hold
500
– – 0.01% 627
2025
Q1 		$43K Hold
500
– – 0.01% 644
2024
Q4 		$52.6K Hold
500
– – 0.01% 571
2024
Q3 		$59.4K Hold
500
– – 0.01% 545
2024
Q2 		$44.8K Hold
500
– – 0.01% 562
2024
Q1 		$40.1K Sell
500
-631
-56% -$45.7K 0.01% 559
2023
Q4 		$79.2K Buy
1,131
+7
+0.6% +$439 0.01% 400
2023
Q3 		$66.8K Buy
1,124
+6
+0.5% +$367 0.01% 421
2023
Q2 		$63.5K Buy
1,118
+8
+0.7% +$438 0.01% 445
2023
Q1 		$58.8K Buy
+1,110
New +$58.2K 0.01% 446
2022
Q4 		– Sell
-1,095
Closed -$48K – 596
2022
Q3 		$48K Buy
1,095
+7
+0.6% +$353 0.01% 436
2022
Q2 		$53K Buy
1,088
+7
+0.6% +$368 0.01% 434
2022
Q1 		$60K Buy
1,081
+7
+0.7% +$333 0.01% 391
2021
Q4 		$56K Buy
1,074
+8
+0.8% +$378 0.01% 383
2021
Q3 		$46K Buy
1,066
+8
+0.8% +$360 0.01% 402
2021
Q2 		$45K Buy
1,058
+10
+1% +$419 0.01% 424
2021
Q1 		$38K Buy
+1,048
New +$35K 0.01% 428

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GPS Wealth Strategies Group's IRM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 500 shares — an estimated $51K sold.

GPS Wealth Strategies Group first reported a position in IRM in Q1 2021 and held it in 18 quarters. The position peaked at $79.2K in Q4 2023. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 500 Iron Mountain shares in Q4 2025, an estimated $51K.
  • GPS Wealth Strategies Group first reported a position in Iron Mountain in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Iron Mountain position peaked at $79.2K in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.