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 Q2	$15.8M	Buy	42,775 +9,634	+29%	+$3.99M	11.17%	4
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 $1.55T 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

Ball & Co Wealth Management's GLD Position: Q2 2026 in Review

Ball & Co Wealth Management increased its SPDR Gold Trust (GLD) stake by 29% in Q2 2026, buying an estimated $3.99M and bringing the position to 42,775 shares worth $15.8M. The position accounts for 11.17% of the portfolio, ranked #4.

Ball & Co Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Ball & Co Wealth Management held 42,775 shares of SPDR Gold Trust worth $15.8M as of Q2 2026.
Ball & Co Wealth Management bought 9,634 SPDR Gold Trust shares in Q2 2026, an estimated $3.99M.
SPDR Gold Trust made up 11.17% of Ball & Co Wealth Management's portfolio in Q2 2026, its #4 holding.
Ball & Co Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Ball & Co Wealth Management's SPDR Gold Trust position peaked at $20.5M in Q3 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.