Ownership history in BALDWIN WEALTH PARTNERS LLC/MA Β· 33 quarters on record
This page tracks every 13F SEC filing in which BALDWIN WEALTH PARTNERS LLC/MA reported a position in ISHARES GOLD TRUST (IAU). 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 +9.4% annually on this IAU position. Timing score: 42% (8/19 decisions correct). Average cost basis: $34.49. Maximum drawdown during holding period: β13.0%.
π₯ Exceptional β beat the S&P 500 by 9.4% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $25.02 (2017 Q4) Β· Worst: $36.26 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 14 trims. Bought during 0 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π BALDWIN WEALTH PARTNERS LLC/MA has been actively increasing its IAU allocation β a bullish signal from insiders.
Currently 1.53% 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