IAA
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Independent Advisor Alliance’s SPDR Gold Trust GLD Stock Holding History

Independent Advisor Alliance’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.1M Sell
158,277
-44,595
-22% -$20M 0.73% 24
2025
Q4 		$80.4M Buy
202,872
+66,514
+49% +$25.4M 1.95% 8
2025
Q3 		$48.5M Buy
136,358
+27,542
+25% +$8.78M 1.26% 13
2025
Q2 		$33.2M Buy
108,816
+6,128
+6% +$1.86M 0.96% 17
2025
Q1 		$29.6M Buy
102,688
+13,842
+16% +$3.66M 0.98% 18
2024
Q4 		$21.5M Sell
88,846
-1,140
-1% -$280K 0.28% 77
2024
Q3 		$21.9M Buy
89,986
+14,587
+19% +$3.34M 0.8% 24
2024
Q2 		$16.2M Sell
75,399
-1,738
-2% -$376K 0.56% 35
2024
Q1 		$15.9M Sell
77,137
-20,937
-21% -$4.02M 0.57% 35
2023
Q4 		$18.7M Buy
98,074
+23,883
+32% +$4.38M 0.68% 33
2023
Q3 		$12.7M Sell
74,191
-3,548
-5% -$634K 0.58% 35
2023
Q2 		$13.9M Sell
77,739
-4,440
-5% -$816K 0.61% 34
2023
Q1 		$15.1M Buy
82,179
+32,844
+67% +$5.78M 0.73% 30
2022
Q4 		$348K Sell
49,335
-2,483
-5% -$400K 0.12% 103
2022
Q3 		$8.02M Sell
51,818
-13,638
-21% -$2.19M 0.47% 50
2022
Q2 		$11M Buy
65,456
+186
+0.3% +$32.5K 0.62% 40
2022
Q1 		$11.8M Buy
65,270
+4,278
+7% +$751K 0.57% 39
2021
Q4 		$10.4M Buy
60,992
+8,206
+16% +$1.38M 0.51% 49
2021
Q3 		$8.67M Sell
52,786
-8,583
-14% -$1.44M 0.48% 53
2021
Q2 		$10.2M Buy
61,369
+9,827
+19% +$1.67M 0.56% 39
2021
Q1 		$8.24M Buy
51,542
+10,063
+24% +$1.69M 0.49% 52
2020
Q4 		$7.4M Sell
41,479
-28,627
-41% -$5.04M 0.5% 49
2020
Q3 		$12.4M Buy
70,106
+29,292
+72% +$5.26M 0.94% 22
2020
Q2 		$6.83M Buy
40,814
+9,519
+30% +$1.54M 0.73% 26
2020
Q1 		$4.63M Buy
31,295
+10,299
+49% +$1.53M 0.67% 32
2019
Q4 		$3M Sell
20,996
-59,034
-74% -$8.25M 0.13% 173
2019
Q3 		$11.1M Buy
80,030
+69,584
+666% +$9.67M 1.36% 16
2019
Q2 		$1.39M Sell
10,446
-7,446
-42% -$920K 0.2% 104
2019
Q1 		$2.18M Buy
17,892
+11,525
+181% +$1.42M 0.31% 77
2018
Q4 		$772K Buy
6,367
+41
+0.6% +$4.76K 0.14% 150
2018
Q3 		$600K Buy
6,326
+140
+2% +$16.1K 0.11% 171
2018
Q2 		$619K Sell
6,186
-379
-6% -$46.9K 0.13% 165
2018
Q1 		$835K Sell
6,565
-647
-9% -$81.6K 0.19% 133
2017
Q4 		$904K Sell
7,212
-331
-4% -$40.1K 0.2% 126
2017
Q3 		$921K Sell
7,543
-1,064
-12% -$129K 0.25% 99
2017
Q2 		$994K Buy
8,607
+245
+3% +$29.3K 0.32% 90
2017
Q1 		$1M Buy
8,362
+635
+8% +$73.8K 0.16% 162
2016
Q4 		$889K Buy
+7,727
New +$897K 0.38% 77

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's GLD Position: Q1 2026 in Review

Independent Advisor Alliance reduced its SPDR Gold Trust (GLD) stake by 22% in Q1 2026, selling an estimated $20M and leaving 158,277 shares worth $68.1M. The position accounts for 0.73% of the portfolio, ranked #24.

Independent Advisor Alliance first reported a position in GLD in Q4 2016 and has held it in 38 quarters since. The position peaked at $80.4M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Independent Advisor Alliance held 158,277 shares of SPDR Gold Trust worth $68.1M as of Q1 2026.
  • Independent Advisor Alliance sold 44,595 SPDR Gold Trust shares in Q1 2026, an estimated $20M.
  • SPDR Gold Trust made up 0.73% of Independent Advisor Alliance's portfolio in Q1 2026, its #24 holding.
  • Independent Advisor Alliance first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's SPDR Gold Trust position peaked at $80.4M in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.