Independent Wealth Advisors LLC reported 8 positions worth $18.65M for the quarter ended Sep 30, 2026, up 2.4% on the prior quarter. It opened 0 new positions, added to 2, trimmed 5 and exited 1. Its largest holding is Spdr Gold Trust at 54.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -872 | -100.0% | $245.26K | Exited |
| IAU Ishares Gold Trust | -2,653 | -6.1% | $207.20K | 17.04% |
| XOM ExxonMobil Holdings Corp | -948 | -39.5% | $154.30K | 1.26% |
| AAPL Apple Inc. | -25 | -0.5% | $8.32K | 8.12% |
| GOOG Alphabet Inc. | -21 | -3.0% | $7.15K | 1.24% |
| MSFT Microsoft Corp | -11 | -0.9% | $5.64K | 3.51% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBM International Business Machines Corp | -872 | $245.26K | 1.35% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 26.8K | $10.20M | 54.7% | +388 | +1.5% | Added | 0.01% |
| 2 | IAU Ishares Gold Trust | Others | 40.7K | $3.18M | 17.04% | -2,653 | -6.1% | Reduced | 0.01% |
| 3 | SLV iShares Silver Trust | Others | 43.1K | $2.35M | 12.6% | +277 | +0.6% | Added | 0.01% |
| 4 | AAPL Apple Inc. | Technology | 4,549 | $1.51M | 8.12% | -25 | -0.5% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,278 | $655.34K | 3.51% | -11 | -0.9% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 824 | $283.64K | 1.52% | 0 | 0.0% | Unchanged | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 1,449 | $235.84K | 1.26% | -948 | -39.5% | Reduced | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 680 | $231.53K | 1.24% | -21 | -3.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Independent Wealth Advisors.
As of its Q3 2026 13F filing, Independent Wealth Advisors LLC’s five largest positions were Spdr Gold Trust (GLD) at 54.7%, Ishares Gold Trust (IAU) at 17.0%, iShares Silver Trust (SLV) at 12.6%, Apple Inc. (AAPL) at 8.1%, Microsoft Corp (MSFT) at 3.5% of the reported portfolio.
Independent Wealth Advisors LLC reported a 13F portfolio worth $18.65M across 8 positions for Q3 2026. That is up 2.4% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($147.76K), iShares Silver Trust ($15.10K). It opened 0 new positions.
Its largest sales by value were International Business Machines Corp ($245.26K), Ishares Gold Trust ($207.20K), ExxonMobil Holdings Corp ($154.30K). It exited 1 positions entirely.
From the Form 13F-HR reports Independent Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.