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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
Q2 		$390K Sell
1,058
-207
-16% -$85.8K 0.05% 155
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Independent Solutions Wealth Management's GLD Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, selling an estimated $85.8K and leaving 1,058 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #155.

Independent Solutions Wealth Management first reported a position in GLD in Q1 2022 and has held it in 12 quarters since. The position peaked at $544K in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Independent Solutions Wealth Management held 1,058 shares of SPDR Gold Trust worth $390K as of Q2 2026.
  • Independent Solutions Wealth Management sold 207 SPDR Gold Trust shares in Q2 2026, an estimated $85.8K.
  • SPDR Gold Trust made up 0.05% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Independent Solutions Wealth Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 12 quarters since.
  • Independent Solutions Wealth Management's SPDR Gold Trust position peaked at $544K in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.