Position in IAG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,920
New position
Shares Held
500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 318 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $30,069 across 4 Gold names. IAG ranks #2 (26.3% of the industry book) .
All Filings in IAG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,920 | 500 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||