Balboa Wealth Partners
GLD icon

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
Q3 		$2.24M Sell
5,875
-7,947
-57% -$3.11M 0.3% 59
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

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PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Balboa Wealth Partners's GLD Position: Q3 2026 in Review

Balboa Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 57% in Q3 2026, selling an estimated $3.11M and leaving 5,875 shares worth $2.24M. The position accounts for 0.3% of the portfolio, ranked #59.

Balboa Wealth Partners first reported a position in GLD in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.3M in Q3 2025. 1,376 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Balboa Wealth Partners held 5,875 shares of SPDR Gold Trust worth $2.24M as of Q3 2026.
  • Balboa Wealth Partners sold 7,947 SPDR Gold Trust shares in Q3 2026, an estimated $3.11M.
  • SPDR Gold Trust made up 0.3% of Balboa Wealth Partners's portfolio in Q3 2026, its #59 holding.
  • Balboa Wealth Partners first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's SPDR Gold Trust position peaked at $7.3M in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.