SEC 13F Intelligence

Independent Wealth Network Inc. / GQ9

Independent Wealth Network Inc.’s Spdr Gold Tr Position

Does Independent Wealth Network Inc. own Spdr Gold Tr (GQ9)? Yes10.2K shares worth $4M (+1.30% of its 13F portfolio) as of Q1 2026, up from 10.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.2K
% of Portfolio
+1.30%
Quarters Held
19
currently held

Position History GQ9

Reported value by quarter
Q3 ’21: $835,000Q3 ’21Q4 ’21: $844,000Q1 ’22: $1MQ2 ’22: $2MQ2 ’22Q3 ’22: $807,000Q4 ’22: $915,182Q1 ’23: $999,049Q1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.2K$4M+1.30%
Q4 202510.0K$4M+1.21%
Q3 20259.9K$4M+1.13%
Q2 20259.5K$3M+1.06%
Q1 202510.5K$3M+1.21%
Q4 202410.0K$2M+0.98%
Q3 20249.7K$2M+1.05%
Q2 20248.5K$2M+0.85%
Q1 20249.4K$2M+0.90%
Q4 20239.0K$2M+0.91%
Q3 20238.2K$1M+0.86%
Q2 20238.0K$1M+0.86%
Q1 20235.5K$999,049+0.64%
Q4 20225.4K$915,182+0.63%
Q3 20225.2K$807,000+0.63%
Q2 202213.2K$2M+1.60%
Q1 20225.6K$1M+0.65%
Q4 20214.9K$844,000+0.52%
Q3 20215.0K$835,000+0.55%

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