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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
2022
Q1 		– Sell
-100
Closed -$17K – 210
2021
Q4 		$17K Buy
+100
New +$16.8K 0.01% 219

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 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. 3,037 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.
  • 3,037 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.