Institute for Wealth Management, LLC.
Position in GILD — Gilead Sciences, Inc.
CIK 1533954
DENVER, CO
Position in GILD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$937,695
-$98,381 QoQ
Shares Held
7,422
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,096
of 2,266 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GILD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. GILD ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
This page
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in GILD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,695 | 7,422 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,036,076 | 7,434 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $917,604 | 7,476 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $818,514 | 7,374 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $820,327 | 7,399 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $819,869 | 7,317 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $679,566 | 7,357 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $625,194 | 7,457 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $518,074 | 7,551 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $542,709 | 7,409 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $602,147 | 7,433 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $557,029 | 7,433 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $572,861 | 7,433 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $618,790 | 7,458 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $649,798 | 7,569 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $491,607 | 7,969 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $926,717 | 14,993 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $896,089 | 15,073 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $582,550 | 8,023 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $534,771 | 7,656 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $527,192 | 7,656 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $495,195 | 7,662 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $462,584 | 7,940 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $686,559 | 10,865 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $853,649 | 11,095 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $835,368 | 11,174 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||