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Disclosery

Independent Wealth Network Inc.: GLD position timeline

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

Independent Wealth Network Inc. held 10,430 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,430 shares
    Change vs previous 13F +267 shares

    0.98% of the 13F portfolio, value $3,842,295.

    13F-HR 0001891240-26-000003 filed by Independent Wealth Network Inc.
    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 10,163 shares
    Change vs previous 13F +193 shares

    1.3% of the 13F portfolio, value $4,372,984.

    13F-HR 0001891240-26-000002 filed by Independent Wealth Network Inc.
    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 9,970 shares
    Change vs previous 13F +80 shares

    1.21% of the 13F portfolio, value $3,951,023.

    13F-HR 0001891240-26-000001 filed by Independent Wealth Network Inc.
    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 9,890 shares
    Change vs previous 13F +344 shares

    1.13% of the 13F portfolio, value $3,515,476.

    13F-HR 0001891240-25-000005 filed by Independent Wealth Network Inc.
    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 9,546 shares
    Change vs previous 13F -972 shares

    1.06% of the 13F portfolio, value $2,910,009.

    13F-HR 0001891240-25-000004 filed by Independent Wealth Network Inc.
    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 10,518 shares
    Change vs previous 13F +520 shares

    1.21% of the 13F portfolio, value $3,030,555.

    13F-HR 0001891240-25-000003 filed by Independent Wealth Network Inc.
    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 9,998 shares
    Change vs previous 13F +256 shares

    0.98% of the 13F portfolio, value $2,420,781.

    13F-HR 0001891240-25-000001 filed by Independent Wealth Network Inc.
    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 9,742 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,367,843.

    13F-HR 0001891240-24-000005 filed by Independent Wealth Network Inc.
    Filed (acceptance time not in the bulk data set), ingested

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