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Independent Wealth Network’s SPDR Gold Trust GLD Stock Holding History

Independent Wealth Network’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
Q3 		$4M Buy
10,510
+80
+0.8% +$31.3K 1.01% 17
2026
Q2 		$3.84M Buy
10,430
+267
+3% +$111K 0.98% 16
2026
Q1 		$4.37M Buy
10,163
+193
+2% +$86.4K 1.3% 13
2025
Q4 		$3.95M Buy
9,970
+80
+0.8% +$30.6K 1.21% 19
2025
Q3 		$3.52M Buy
9,890
+344
+4% +$110K 1.13% 20
2025
Q2 		$2.91M Sell
9,546
-972
-9% -$294K 1.06% 22
2025
Q1 		$3.03M Buy
10,518
+520
+5% +$138K 1.21% 17
2024
Q4 		$2.42M Buy
9,998
+256
+3% +$62.9K 0.98% 22
2024
Q3 		$2.37M Buy
9,742
+1,229
+14% +$281K 1.05% 20
2024
Q2 		$1.83M Sell
8,513
-861
-9% -$186K 0.85% 32
2024
Q1 		$1.93M Buy
9,374
+356
+4% +$68.3K 0.9% 28
2023
Q4 		$1.72M Buy
9,018
+856
+10% +$157K 0.91% 26
2023
Q3 		$1.4M Buy
8,162
+153
+2% +$27.4K 0.86% 26
2023
Q2 		$1.43M Buy
8,009
+2,556
+47% +$470K 0.86% 25
2023
Q1 		$999K Buy
5,453
+58
+1% +$10.2K 0.64% 36
2022
Q4 		$915K Buy
5,395
+176
+3% +$28.4K 0.63% 35
2022
Q3 		$807K Sell
5,219
-7,944
-60% -$1.28M 0.63% 35
2022
Q2 		$2.22M Buy
13,163
+7,540
+134% +$1.32M 1.6% 12
2022
Q1 		$1.02M Buy
5,623
+684
+14% +$120K 0.65% 36
2021
Q4 		$844K Sell
4,939
-97
-2% -$16.3K 0.52% 46
2021
Q3 		$835K Buy
+5,036
New +$843K 0.55% 46

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Independent Wealth Network's GLD Position: Q3 2026 in Review

Independent Wealth Network increased its SPDR Gold Trust (GLD) stake by 0.77% in Q3 2026, buying an estimated $31.3K and bringing the position to 10,510 shares worth $4M. The position accounts for 1.01% of the portfolio, ranked #17.

Independent Wealth Network first reported a position in GLD in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.37M in Q1 2026. 1,945 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Independent Wealth Network held 10,510 shares of SPDR Gold Trust worth $4M as of Q3 2026.
  • Independent Wealth Network bought 80 SPDR Gold Trust shares in Q3 2026, an estimated $31.3K.
  • SPDR Gold Trust made up 1.01% of Independent Wealth Network's portfolio in Q3 2026, its #17 holding.
  • Independent Wealth Network first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's SPDR Gold Trust position peaked at $4.37M in Q1 2026.
  • 1,945 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.