Ball & Co Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Ball & Co Wealth Management’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	$14.3M	Sell	33,141 -15,432	-32%	-$6.91M	11.93%	4
2025 Q4	$19.3M	Sell	48,573 -9,185	-16%	-$3.51M	12.42%	3
2025 Q3	$20.5M	Sell	57,758 -1,111	-2%	-$354K	13.66%	2
2025 Q2	$17.9M	Buy	58,869 +23,356	+66%	+$7.07M	19.12%	3
2025 Q1	$10.2M	Sell	35,513 -25	-0.1%	-$6.61K	10.97%	4
2024 Q4	$8.61M	Buy	+35,538	New	+$8.73M	6.85%	6

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

Ball & Co Wealth Management's GLD Position: Q1 2026 in Review

Ball & Co Wealth Management reduced its SPDR Gold Trust (GLD) stake by 32% in Q1 2026, selling an estimated $6.91M and leaving 33,141 shares worth $14.3M. The position accounts for 11.93% of the portfolio, ranked #4.

Ball & Co Wealth Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.5M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Ball & Co Wealth Management held 33,141 shares of SPDR Gold Trust worth $14.3M as of Q1 2026.
Ball & Co Wealth Management sold 15,432 SPDR Gold Trust shares in Q1 2026, an estimated $6.91M.
SPDR Gold Trust made up 11.93% of Ball & Co Wealth Management's portfolio in Q1 2026, its #4 holding.
Ball & Co Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Ball & Co Wealth Management's SPDR Gold Trust position peaked at $20.5M in Q3 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.