SEC 13F Intelligence

Independent Advisor Alliance / GQ9

Independent Advisor Alliance’s Spdr Gold Tr Position

Does Independent Advisor Alliance own Spdr Gold Tr (GQ9)? Yes — 158.3K shares worth $68M (+0.73% of its 13F portfolio) as of Q1 2026, down from 202.9K shares the prior filed quarter.

Position Value
$68M
Q1 2026
Shares
158.3K
% of Portfolio
+0.73%
Quarters Held
30
currently held

Position History GQ9

Reported value by quarter
Q4 ’18: $772,000Q4 ’18Q1 ’19: $2MQ2 ’19: $1MQ3 ’19: $11MQ4 ’19: $3MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $12MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $10MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $8MQ4 ’22: $348,157Q4 ’22Q1 ’23: $15MQ2 ’23: $14MQ3 ’23: $13MQ4 ’23: $19MQ4 ’23Q1 ’24: $16MQ2 ’24: $16MQ3 ’24: $22MQ4 ’24: $22MQ4 ’24Q1 ’25: $30MQ2 ’25: $33MQ3 ’25: $48MQ4 ’25: $80MQ4 ’25Q1 ’26: $68Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026158.3K$68M+0.73%
Q4 2025202.9K$80M+1.95%
Q3 2025136.4K$48M+1.26%
Q2 2025108.8K$33M+0.96%
Q1 2025102.7K$30M+0.98%
Q4 202488.8K$22M+0.28%
Q3 202490.0K$22M+0.80%
Q2 202475.4K$16M+0.56%
Q1 202477.1K$16M+0.57%
Q4 202398.1K$19M+0.68%
Q3 202374.2K$13M+0.58%
Q2 202377.7K$14M+0.61%
Q1 202382.2K$15M+0.73%
Q4 202249.3K$348,157+0.12%
Q3 202251.8K$8M+0.47%
Q2 202265.5K$11M+0.62%
Q1 202265.3K$12M+0.57%
Q4 202161.0K$10M+0.51%
Q3 202152.8K$9M+0.48%
Q2 202161.4K$10M+0.56%
Q1 202151.5K$8M+0.49%
Q4 202041.5K$7M+0.50%
Q3 202070.1K$12M+0.94%
Q2 202040.8K$7M+0.73%
Q1 202031.3K$5M+0.67%
Q4 201921.0K$3M+0.13%
Q3 201980.0K$11M+1.36%
Q2 201910.4K$1M+0.20%
Q1 201917.9K$2M+0.31%
Q4 20186.4K$772,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of GQ9.