Independent Solutions Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Independent Solutions Wealth Management’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	$544K	Buy	1,265 +326	+35%	+$146K	0.08%	133
2025 Q4	$372K	Hold	939	–	–	0.07%	139
2025 Q3	$334K	Hold	939	–	–	0.06%	148
2025 Q2	$286K	Sell	939 -237	-20%	-$71.8K	0.06%	153
2025 Q1	$339K	Sell	1,176 -66	-5%	-$17.5K	0.08%	140
2024 Q4	$301K	Sell	1,242 -6	-0.5%	-$1.47K	0.07%	140
2024 Q3	$303K	Sell	1,248 -252	-17%	-$57.7K	0.07%	141
2024 Q2	$323K	Buy	+1,500	New	+$324K	0.07%	140
2024 Q1	–	Sell	-1,204	Closed	-$230K	–	175
2023 Q4	$230K	Buy	+1,204	New	+$221K	0.06%	157
2023 Q3	–	Sell	-1,132	Closed	-$202K	–	211
2023 Q2	$202K	Buy	+1,132	New	+$208K	0.05%	214
2022 Q2	–	Sell	-1,366	Closed	-$247K	–	233
2022 Q1	$247K	Buy	+1,366	New	+$240K	0.06%	194

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Solutions Wealth Management's GLD Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its SPDR Gold Trust (GLD) stake by 35% in Q1 2026, buying an estimated $146K and bringing the position to 1,265 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #133.

Independent Solutions Wealth Management first reported a position in GLD in Q1 2022 and has held it in 11 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Independent Solutions Wealth Management held 1,265 shares of SPDR Gold Trust worth $544K as of Q1 2026.
Independent Solutions Wealth Management bought 326 SPDR Gold Trust shares in Q1 2026, an estimated $146K.
SPDR Gold Trust made up 0.08% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #133 holding.
Independent Solutions Wealth Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 11 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.