IWN
GLD icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Independent Wealth Network's GLD Position: Q2 2026 in Review

Independent Wealth Network increased its SPDR Gold Trust (GLD) stake by 2.6% in Q2 2026, buying an estimated $111K and bringing the position to 10,430 shares worth $3.84M. The position accounts for 0.98% of the portfolio, ranked #16.

Independent Wealth Network first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.37M in Q1 2026. 886 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Independent Wealth Network held 10,430 shares of SPDR Gold Trust worth $3.84M as of Q2 2026.
  • Independent Wealth Network bought 267 SPDR Gold Trust shares in Q2 2026, an estimated $111K.
  • SPDR Gold Trust made up 0.98% of Independent Wealth Network's portfolio in Q2 2026, its #16 holding.
  • Independent Wealth Network first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's SPDR Gold Trust position peaked at $4.37M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.