SWIM
GLDB

Smallwood Wealth Investment Management’s IDX Alternative FIAT ETF GLDB Stock Holding History

Smallwood Wealth Investment Management’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 		$32.7K Buy
+1,731
New +$40K 0.01% 233

Other funds holding GLDB

CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Smallwood Wealth Investment Management's GLDB Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in IDX Alternative FIAT ETF (GLDB) in Q2 2026: 1,731 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings.

4 funds tracked by Wall St. Rank hold GLDB as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,731 shares of IDX Alternative FIAT ETF worth $32.7K as of Q2 2026.
  • IDX Alternative FIAT ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • IDX Alternative FIAT ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #233 holding.
  • 4 funds tracked by Wall St. Rank held IDX Alternative FIAT ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.