Ownership history in BALDWIN WEALTH PARTNERS LLC/MA Β· 52 quarters on record
This page tracks every 13F SEC filing in which BALDWIN WEALTH PARTNERS LLC/MA reported a position in SPDR Gold Trust COM (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 BALDWIN WEALTH PARTNERS LLC/MA outperformed the S&P 500 by +9.2% annually on this GLD position. Timing score: 34% (17/50 decisions correct). Average cost basis: $197.23. Maximum drawdown during holding period: β20.8%.
π₯ Exceptional β beat the S&P 500 by 9.2% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 50 add/trim decisions correct
Best entry: $116.21 (2014 Q3) Β· Worst: $396.31 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 33 trims. Bought during 4 of 18 down-price quarters. π Predominantly trimming β distribution phase.
π BALDWIN WEALTH PARTNERS LLC/MA has been actively increasing its GLD allocation β a bullish signal from insiders.
Currently 2.03% 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