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Independent Advisor Alliance: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on GLD, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 91,032 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,032 shares
    Change vs previous 13F -67,245 shares

    0.79% of the 13F portfolio, value $33,534,141.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 158,277 shares
    Change vs previous 13F -44,595 shares

    0.73% of the 13F portfolio, value $68,104,690.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 202,872 shares
    Change vs previous 13F +66,514 shares

    1.95% of the 13F portfolio, value $80,400,116.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 136,358 shares
    Change vs previous 13F +27,542 shares

    1.26% of the 13F portfolio, value $48,471,255.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 108,816 shares
    Change vs previous 13F +6,128 shares

    0.96% of the 13F portfolio, value $33,170,386.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 102,688 shares
    Change vs previous 13F +13,842 shares

    0.98% of the 13F portfolio, value $29,588,397.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 88,846 shares
    Change vs previous 13F -1,140 shares

    0.28% of the 13F portfolio, value $21,512,320.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 89,986 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $21,872,018.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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