Balanced Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Balanced Wealth Group’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.07M	Sell	7,132 -287	-4%	-$129K	1.1%	20
2025 Q4	$2.64M	Sell	7,419 -186	-2%	-$71K	0.97%	21
2025 Q3	$2.34M	Buy	7,605 +24	+0.3%	+$7.65K	1.03%	19
2025 Q2	$2.3M	Sell	7,581 -140	-2%	-$42.4K	1%	19
2025 Q1	$2.22M	Sell	7,721 -679	-8%	-$180K	1.08%	18
2024 Q4	$2.17M	Sell	8,400 -97	-1%	-$23.8K	0.97%	18
2024 Q3	$2.07M	Sell	8,497 -622	-7%	-$142K	0.91%	20
2024 Q2	$1.97M	Sell	9,119 -1,634	-15%	-$353K	0.89%	19
2024 Q1	$2.33M	Sell	10,753 -5,964	-36%	-$1.14M	1.04%	20
2023 Q4	$3.2M	Buy	+16,717	New	+$3.06M	1.66%	15

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balanced Wealth Group's GLD Position: Q1 2026 in Review

Balanced Wealth Group reduced its SPDR Gold Trust (GLD) stake by 3.9% in Q1 2026, selling an estimated $129K and leaving 7,132 shares worth $3.07M. The position accounts for 1.1% of the portfolio, ranked #20.

Balanced Wealth Group first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.2M in Q4 2023. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Balanced Wealth Group held 7,132 shares of SPDR Gold Trust worth $3.07M as of Q1 2026.
Balanced Wealth Group sold 287 SPDR Gold Trust shares in Q1 2026, an estimated $129K.
SPDR Gold Trust made up 1.1% of Balanced Wealth Group's portfolio in Q1 2026, its #20 holding.
Balanced Wealth Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Balanced Wealth Group's SPDR Gold Trust position peaked at $3.2M in Q4 2023.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.