KWA
GLDB

Kingswood Wealth Advisors’s IDX Alternative FIAT ETF GLDB Stock Holding History

Kingswood Wealth Advisors’s Portfolio GLDB Stock Details GLDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Sell
36,662
-17,229
-32% -$399K 0.03% 517
2026
Q1 		$1.27M Buy
+53,891
New +$1.35M 0.06% 320

Other funds holding GLDB

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingswood Wealth Advisors's GLDB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its IDX Alternative FIAT ETF (GLDB) stake by 32% in Q2 2026, selling an estimated $399K and leaving 36,662 shares worth $693K. The position accounts for 0.03% of the portfolio, ranked #517.

Kingswood Wealth Advisors first reported a position in GLDB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.27M in Q1 2026. 9 funds tracked by Wall St. Rank hold GLDB as of Q2 2026.

  • Kingswood Wealth Advisors held 36,662 shares of IDX Alternative FIAT ETF worth $693K as of Q2 2026.
  • Kingswood Wealth Advisors sold 17,229 IDX Alternative FIAT ETF shares in Q2 2026, an estimated $399K.
  • IDX Alternative FIAT ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #517 holding.
  • Kingswood Wealth Advisors first reported a position in IDX Alternative FIAT ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's IDX Alternative FIAT ETF position peaked at $1.27M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held IDX Alternative FIAT ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.