Ownership history in BALANCED WEALTH GROUP LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC reported a position in SPDR GOLD TR (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BALANCED WEALTH GROUP LLC outperformed the S&P 500 by +22.9% annually on this GLD position. Timing score: 29% (2/7 decisions correct). Average cost basis: $355.47. Maximum drawdown during holding period: β0.4%.
π₯ Exceptional β beat the S&P 500 by 22.9% per year on this position.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $355.47 (2025 Q3) Β· Worst: $355.47 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 7 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size