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Independent Wealth Advisors LLC

SEC CIK
0002136099
Latest filing
Jul 27, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Independent Wealth Advisors LLC, 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 (Q2 2026)
26,394
Value
$9.72M
% of portfolio
8.8%
Quarters held
3
Since Q4 2025
Holdings of GLD by Independent Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,394$9.72M8.8%−136−0.5%ReducedHolders
Q1 202626,530$11.4M11.2%−187−0.7%ReducedHolders
Q4 202526,717$10.6M11.0%–No prior filingHolders