Integrated Wealth Concepts’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Integrated Wealth Concepts’s Portfolio GTIP Stock Details GTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Buy	10,581 +2,423	+30%	+$119K	﹤0.01%	1760
2026 Q1	$403K	Buy	+8,158	New	+$404K	﹤0.01%	1678
2023 Q3	–	Sell	-4,303	Closed	-$211K	–	1582
2023 Q2	$211K	Buy	+4,303	New	+$214K	﹤0.01%	1399

Other funds holding GTIP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's GTIP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 30% in Q2 2026, buying an estimated $119K and bringing the position to 10,581 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Integrated Wealth Concepts first reported a position in GTIP in Q2 2023 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold GTIP as of Q2 2026.

Integrated Wealth Concepts held 10,581 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $517K as of Q2 2026.
Integrated Wealth Concepts bought 2,423 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2026, an estimated $119K.
Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1760 holding.
Integrated Wealth Concepts first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q2 2023 and has held it in 3 quarters since.
58 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.