GOLDEN ROAD ADVISORS LLC IWD — ISHARES TR

Ownership history in GOLDEN ROAD ADVISORS LLC  ·  10 quarters on record

AI Ownership Summary

GOLDEN ROAD ADVISORS LLC reported ISHARES TR (IWD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.64% in 2023 Q4. The latest visible filing shows IWD at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOLDEN ROAD ADVISORS LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWD was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWD stock page GOLDEN ROAD ADVISORS LLC fund profile GOLDEN ROAD ADVISORS LLC full holdings
How GOLDEN ROAD ADVISORS LLC held IWD — position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,248 -149 -3.4% 0.52% $908K 2026-04-29 $227.07
2025 Q4 ADDED — — — 4,397 +229 +5.5% 0.53% $925K 2026-02-02 $220.83
2025 Q3 ADDED — — — 4,168 +31 +0.7% 0.49% $849K 2025-11-07 $202.67
2025 Q2 ADDED — — — 4,137 +54 +1.3% 0.53% $804K 2025-08-04 $192.28
2025 Q1 ADDED — — — 4,083 +12 +0.3% 0.60% $768K 2025-04-21 $169.90
2024 Q4 ADDED — — — 4,071 +35 +0.9% 0.57% $754K 2025-01-29 $188.78
2024 Q3 REDUCED — — — 4,036 -1 -0.0% 0.60% $766K 2024-10-28 $185.35
2024 Q2 ADDED — — — 4,037 +14 +0.3% 0.58% $702K 2024-07-31 $177.56
2024 Q1 REDUCED — — — 4,023 -32 -0.8% 0.60% $721K 2024-04-18 $163.53
2023 Q4 INITIATED — — — 4,055 — — 0.64% $670K 2024-03-14 $166.99

🏢 Other funds also holding IWD

As of 2026 Q1 — sorted by position size

LWM ADVISORS INC 23.22% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.27% LANDAAS & CO /WI /ADV 3Y 7Y 17.51% NESTEGG ADVISORS, INC. 14.88% Stairway Partners, LLC 3Y 7Y 14.74% Sylvest Advisors, LLC 13.89% Ryan Investment Management, Inc. 13.56% Marquette Asset Management, LLC 3Y 7Y 12.57% Corundum Group, Inc. 3Y 7Y 11.84% Oakworth Capital, Inc. 3Y 7Y 9.76%

FAQ About GOLDEN ROAD ADVISORS LLC and IWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOLDEN ROAD ADVISORS LLC reported owning IWD?

GOLDEN ROAD ADVISORS LLC reported IWD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWD position in GOLDEN ROAD ADVISORS LLC's portfolio?

The largest reported portfolio weight for IWD was 0.64% in 2023 Q4.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q1, when GOLDEN ROAD ADVISORS LLC reported 4,248 shares, equal to 0.52% of portfolio, with an estimated market value of $908K.

What does the chart on this IWD ownership page compare?

The chart compares GOLDEN ROAD ADVISORS LLC's quarterly IWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GOLDEN ROAD ADVISORS LLC time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, GOLDEN ROAD ADVISORS LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on IWD relative to SPY over the holding period was -2.0%.

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