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Balboa Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Balboa Wealth Partners’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 		$5.09M Sell
13,822
-1,109
-7% -$459K 0.69% 30
2026
Q1 		$6.42M Sell
14,931
-2,360
-14% -$1.06M 1.08% 16
2025
Q4 		$6.85M Sell
17,291
-3,251
-16% -$1.24M 1.13% 18
2025
Q3 		$7.3M Buy
20,542
+1,284
+7% +$409K 1.26% 16
2025
Q2 		$5.87M Sell
19,258
-5,405
-22% -$1.64M 1.18% 16
2025
Q1 		$7.11M Buy
24,663
+2,193
+10% +$580K 1.72% 11
2024
Q4 		$5.44M Sell
22,470
-1,756
-7% -$432K 1.24% 11
2024
Q3 		$5.89M Sell
24,226
-432
-2% -$98.9K 1.47% 11
2024
Q2 		$5.3M Buy
24,658
+1,616
+7% +$350K 1.4% 11
2024
Q1 		$4.74M Buy
23,042
+8,986
+64% +$1.72M 1.4% 12
2023
Q4 		$2.69M Buy
14,056
+3,397
+32% +$623K 0.89% 19
2023
Q3 		$1.83M Buy
10,659
+761
+8% +$136K 0.69% 26
2023
Q2 		$1.76M Sell
9,898
-5,098
-34% -$937K 0.62% 27
2023
Q1 		$2.75M Buy
14,996
+10,212
+213% +$1.8M 1.04% 17
2022
Q4 		$812K Sell
4,784
-155
-3% -$25K 0.37% 67
2022
Q3 		$764K Buy
+4,939
New +$794K 0.34% 62

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Balboa Wealth Partners's GLD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 7.4% in Q2 2026, selling an estimated $459K and leaving 13,822 shares worth $5.09M. The position accounts for 0.69% of the portfolio, ranked #30.

Balboa Wealth Partners first reported a position in GLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.3M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Balboa Wealth Partners held 13,822 shares of SPDR Gold Trust worth $5.09M as of Q2 2026.
  • Balboa Wealth Partners sold 1,109 SPDR Gold Trust shares in Q2 2026, an estimated $459K.
  • SPDR Gold Trust made up 0.69% of Balboa Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Balboa Wealth Partners first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's SPDR Gold Trust position peaked at $7.3M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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