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Ballew Advisors’s SPDR Gold Trust GLD Stock Holding History

Ballew Advisors’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 		– Sell
-770
Closed -$325K – 121
2025
Q4 		$325K Sell
770
-103
-12% -$39.3K 0.18% 91
2025
Q3 		$332K Buy
873
+64
+8% +$20.4K 0.19% 91
2025
Q2 		$248K Buy
809
+15
+2% +$4.54K 0.15% 101
2025
Q1 		$237K Sell
794
-2,634
-77% -$697K 0.16% 99
2024
Q4 		$842K Buy
3,428
+2,528
+281% +$621K 0.54% 46
2024
Q3 		$217K Sell
900
-2,800
-76% -$641K 0.15% 101
2024
Q2 		$828K Sell
3,700
-230
-6% -$49.7K 0.55% 45
2024
Q1 		$847K Buy
3,930
+100
+3% +$19.2K 0.58% 45
2023
Q4 		$720K Sell
3,830
-240
-6% -$44K 0.54% 48
2023
Q3 		$688K Sell
4,070
-173
-4% -$30.9K 0.57% 53
2023
Q2 		$761K Hold
4,243
– – 0.55% 52
2023
Q1 		$752K Sell
4,243
-7,673
-64% -$1.35M 0.55% 51
2022
Q4 		$2.1M Hold
11,916
– – 1.61% 16
2022
Q3 		$1.85M Buy
11,916
+5,000
+72% +$804K 1.66% 15
2022
Q2 		$1.1M Buy
+6,916
New +$1.21M 1.01% 24
2021
Q3 		– Sell
-1,996
Closed -$338K – 115
2021
Q2 		$338K Sell
1,996
-2,286
-53% -$388K 0.23% 90
2021
Q1 		$694K Sell
4,282
-5,179
-55% -$870K 0.26% 82
2020
Q4 		$1.64M Buy
9,461
+3,740
+65% +$659K 1.26% 21
2020
Q3 		$1.03M Buy
5,721
+1,119
+24% +$201K 0.87% 30
2020
Q2 		$778K Sell
4,602
-5,898
-56% -$951K 0.76% 29
2020
Q1 		$1.55M Buy
+10,500
New +$1.56M 1.76% 16
2018
Q4 		– Sell
-522
Closed -$61K – 226
2018
Q3 		$61K Hold
522
– – 0.06% 149
2018
Q2 		$62K Buy
522
+38
+8% +$4.71K 0.07% 142
2018
Q1 		$61K Buy
+484
New +$61K 0.05% 149

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ballew Advisors's GLD Position: Q1 2026 in Review

Ballew Advisors sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 770 shares — an estimated $325K sold.

Ballew Advisors first reported a position in GLD in Q1 2018 and held it in 24 quarters. The position peaked at $2.1M in Q4 2022. 3,167 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Ballew Advisors reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Ballew Advisors sold 770 SPDR Gold Trust shares in Q1 2026, an estimated $325K.
  • Ballew Advisors first reported a position in SPDR Gold Trust in Q1 2018 and held it in 24 quarters.
  • Ballew Advisors's SPDR Gold Trust position peaked at $2.1M in Q4 2022.
  • 3,167 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Ballew Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.