Integrated Wealth Concepts
GTIP icon

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 		$515K Buy
10,534
+2,376
+29% +$117K ﹤0.01% 1637
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
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 29% in Q2 2026, buying an estimated $117K and bringing the position to 10,534 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

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 10,534 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $515K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,376 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2026, an estimated $117K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1637 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.