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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
2019
Q4 		– Sell
-10
Closed -$18K – 896
2019
Q3 		$18K Sell
10
-30
-75% -$4.17K ﹤0.01% 447
2019
Q2 		$15K Buy
+40
New +$4.94K ﹤0.01% 406

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.