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SPDR Gold Trust shares owned by Independent Wealth Advisors

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Independent Wealth Advisors from 13F filings

Historical chart of Independent Wealth Advisors investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Independent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Gold Trust by Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 27k 430.29
2025-12-31 $11M 27k 396.31

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding SPDR Gold Trust

Jane Street
LMR Partners
Susquehanna International
Citadel Advisors
UBS Group
BlackRock
Bank of America Corporation
Morgan Stanley
Leucadia National Corporation
Citigroup
Jain Global
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Peak6

View all funds holding SPDR Gold Trust