IWA
GILD icon

Invera Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Invera Wealth Advisors’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$414K Sell
2,970
-156
-5% -$21.8K 0.27% 77
2025
Q4 		$384K Sell
3,126
-96
-3% -$11.7K 0.24% 76
2025
Q3 		$358K Hold
3,222
– – 0.22% 75
2025
Q2 		$357K Hold
3,222
– – 0.23% 73
2025
Q1 		$361K Buy
+3,222
New +$332K 0.23% 79
2024
Q1 		– Sell
-4,414
Closed -$358K – 73
2023
Q4 		$358K Buy
+4,414
New +$343K 0.22% 83

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invera Wealth Advisors's GILD Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Gilead Sciences (GILD) stake by 5% in Q1 2026, selling an estimated $21.8K and leaving 2,970 shares worth $414K. The position accounts for 0.27% of the portfolio, ranked #77.

Invera Wealth Advisors first reported a position in GILD in Q4 2023 and has held it in 6 quarters since. 2,309 funds tracked by Wall St. Rank hold GILD as of Q1 2026.

  • Invera Wealth Advisors held 2,970 shares of Gilead Sciences worth $414K as of Q1 2026.
  • Invera Wealth Advisors sold 156 Gilead Sciences shares in Q1 2026, an estimated $21.8K.
  • Gilead Sciences made up 0.27% of Invera Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Invera Wealth Advisors first reported a position in Gilead Sciences in Q4 2023 and has held it in 6 quarters since.
  • 2,309 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.