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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Integrated Wealth Concepts's GTIP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q1 2026: 8,158 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in GTIP as recently as Q2 2023.

Integrated Wealth Concepts first reported a position in GTIP in Q2 2023 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

  • Integrated Wealth Concepts held 8,158 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $403K as of Q1 2026.
  • Goldman Sachs Access Inflation Protected USD Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1678 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 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.