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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Ibex Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of GLD by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−862−100.0%Sold outHolders
Q2 2024862$185.3K<0.1%−719−45.5%ReducedHolders
Q1 20241,581$268.0K0.1%+1,581NewHolders
Q4 20230$00.0%−3,412−100.0%Sold outHolders
Q3 20233,412$585.0K0.1%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20239,603$1.76M0.5%+8,022+507.4%AddedHolders
Q4 20221,581$268.0K0.1%00.0%UnchangedHolders
Q3 20221,581$245.0K0.1%−37,788−96.0%ReducedHolders
Q2 202239,369$6.63M1.5%−412−1.0%ReducedHolders
Q1 202239,781$7.19M1.4%+39,781NewHolders
Q4 20210$00.0%−781−100.0%Sold outHolders
Q3 2021781$128.0K<0.1%+781NewHolders