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

Baldwin 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 		$31.2M Sell
84,652
-1,323
-2% -$548K 2.04% 10
2026
Q1 		$37M Buy
85,975
+5,821
+7% +$2.61M 2.69% 9
2025
Q4 		$31.8M Buy
80,154
+8,311
+12% +$3.17M 2.03% 12
2025
Q3 		$25.5M Buy
71,843
+6,779
+10% +$2.16M 1.66% 16
2025
Q2 		$19.8M Sell
65,064
-236
-0.4% -$71.5K 1.35% 20
2025
Q1 		$18.8M Buy
65,300
+1,493
+2% +$395K 1.32% 21
2024
Q4 		$15.4M Sell
63,807
-955
-1% -$235K 1.07% 27
2024
Q3 		$15.7M Buy
64,762
+847
+1% +$194K 1.07% 25
2024
Q2 		$13.7M Sell
63,915
-1,495
-2% -$323K 1.07% 27
2024
Q1 		$13.5M Sell
65,410
-395
-0.6% -$75.8K 1.01% 33
2023
Q4 		$12.6M Sell
65,805
-4,233
-6% -$776K 0.99% 34
2023
Q3 		$12M Sell
70,038
-3,180
-4% -$569K 1.03% 30
2023
Q2 		$13.1M Sell
73,218
-822
-1% -$151K 1.07% 28
2023
Q1 		$13.6M Buy
74,040
+1,051
+1% +$185K 1.18% 24
2022
Q4 		$12.4M Sell
72,989
-1,560
-2% -$251K 1.12% 30
2022
Q3 		$11.5M Sell
74,549
-8,970
-11% -$1.44M 1.59% 21
2022
Q2 		$14.1M Sell
83,519
-2,870
-3% -$501K 1.82% 17
2022
Q1 		$15.6M Buy
86,389
+660
+0.8% +$116K 1.65% 17
2021
Q4 		$14.7M Sell
85,729
-1,720
-2% -$289K 1.47% 22
2021
Q3 		$14.4M Buy
87,449
+461
+0.5% +$77.2K 1.59% 19
2021
Q2 		$14.4M Buy
86,988
+8,365
+11% +$1.42M 1.57% 21
2021
Q1 		$12.6M Buy
78,623
+7,030
+10% +$1.18M 1.49% 26
2020
Q4 		$12.8M Buy
71,593
+6,935
+11% +$1.22M 1.61% 24
2020
Q3 		$11.5M Buy
64,658
+10,097
+19% +$1.81M 1.57% 23
2020
Q2 		$9.13M Buy
54,561
+9,033
+20% +$1.46M 1.34% 23
2020
Q1 		$6.74M Buy
45,528
+7,793
+21% +$1.16M 1.18% 26
2019
Q4 		$5.39M Sell
37,735
-400
-1% -$55.9K 0.75% 43
2019
Q3 		$5.3M Sell
38,135
-1,440
-4% -$200K 0.8% 43
2019
Q2 		$5.27M Sell
39,575
-3,978
-9% -$492K 0.78% 41
2019
Q1 		$5.31M Sell
43,553
-1,900
-4% -$234K 0.79% 44
2018
Q4 		$5.51M Buy
45,453
+1,914
+4% +$222K 0.92% 38
2018
Q3 		$4.91M Sell
43,539
-4,050
-9% -$465K 0.69% 48
2018
Q2 		$5.65M Sell
47,589
-925
-2% -$115K 0.88% 38
2018
Q1 		$6.1M Buy
48,514
+2,690
+6% +$339K 0.99% 37
2017
Q4 		$5.67M Sell
45,824
-1,505
-3% -$182K 0.88% 38
2017
Q3 		$5.75M Sell
47,329
-895
-2% -$109K 0.93% 37
2017
Q2 		$5.69M Sell
48,224
-5,813
-11% -$696K 0.92% 37
2017
Q1 		$6.42M Sell
54,037
-13,245
-20% -$1.54M 1.06% 33
2016
Q4 		$7.38M Sell
67,282
-2,160
-3% -$251K 1.33% 29
2016
Q3 		$8.72M Buy
69,442
+9,670
+16% +$1.23M 1.58% 22
2016
Q2 		$7.56M Buy
59,772
+2,700
+5% +$325K 1.56% 26
2016
Q1 		$6.71M Sell
57,072
-347
-0.6% -$39.3K 1.21% 28
2015
Q4 		$5.83M Sell
57,419
-975
-2% -$103K 0.95% 33
2015
Q3 		$6.24M Sell
58,394
-1,450
-2% -$156K 1.05% 32
2015
Q2 		$6.72M Sell
59,844
-7,196
-11% -$824K 1% 34
2015
Q1 		$7.62M Sell
67,040
-8,925
-12% -$1.04M 1.12% 30
2014
Q4 		$8.63M Sell
75,965
-4,862
-6% -$561K 1.25% 29
2014
Q3 		$9.39M Buy
80,827
+1,560
+2% +$192K 1.33% 27
2014
Q2 		$10.1M Sell
79,267
-1,782
-2% -$221K 1.51% 19
2014
Q1 		$10M Sell
81,049
-10,935
-12% -$1.36M 1.61% 16
2013
Q4 		$10.7M Sell
91,984
-22,220
-19% -$2.73M 1.72% 13
2013
Q3 		$14.6M Sell
114,204
-3,159
-3% -$406K 2.67% 3
2013
Q2 		$14M Buy
+117,363
New +$16.1M 2.77% 3

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, selling an estimated $548K and leaving 84,652 shares worth $31.2M. The position accounts for 2.04% of the portfolio, ranked #10.

Baldwin Wealth Partners first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $37M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Baldwin Wealth Partners held 84,652 shares of SPDR Gold Trust worth $31.2M as of Q2 2026.
  • Baldwin Wealth Partners sold 1,323 SPDR Gold Trust shares in Q2 2026, an estimated $548K.
  • SPDR Gold Trust made up 2.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Baldwin Wealth Partners first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's SPDR Gold Trust position peaked at $37M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.