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 Q2	$2.58M	Sell	7,011 -121	-2%	-$50.1K	0.82%	27
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Balanced Wealth Group's GLD Position: Q2 2026 in Review

Balanced Wealth Group reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, selling an estimated $50.1K and leaving 7,011 shares worth $2.58M. The position accounts for 0.82% of the portfolio, ranked #27.

Balanced Wealth Group first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2M in Q4 2023. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Balanced Wealth Group held 7,011 shares of SPDR Gold Trust worth $2.58M as of Q2 2026.
Balanced Wealth Group sold 121 SPDR Gold Trust shares in Q2 2026, an estimated $50.1K.
SPDR Gold Trust made up 0.82% of Balanced Wealth Group's portfolio in Q2 2026, its #27 holding.
Balanced Wealth Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's SPDR Gold Trust position peaked at $3.2M in Q4 2023.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.