Skip to content
Disclosery

Independence Wealth Advisors, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independence Wealth Advisors, LLC on GLD, newest first. How the timeline and the estimate are built.

Independence Wealth Advisors, LLC held 8,624 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,624 shares
    Change vs previous 13F -7,231 shares

    1.59% of the 13F portfolio, value $3,179,058.

    13F-HR 0002085853-26-001015 filed by Independence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,855 shares
    Change vs previous 13F -7,952 shares

    3.64% of the 13F portfolio, value $6,822,101.

    13F-HR 0002085853-26-000421 filed by Independence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,807 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $9,434,817.

    13F-HR 0002085853-26-000025 filed by Independence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).