BALDWIN WEALTH PARTNERS LLC/MA GBIL — GOLDMAN SACHS ETF TR

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  31 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported GOLDMAN SACHS ETF TR (GBIL) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows GBIL at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GBIL was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GBIL stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held GBIL — position size vs. price
% of Fund (quarterly)    GBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 25,840 -39,007 -60.2% 0.17% $2.6M 2026-07-14 $99.70
2026 Q1 ADDED — — — 64,847 +11,741 +22.1% 0.47% $6.5M 2026-04-14 $98.84
2025 Q4 ADDED — — — 53,106 +40,841 +333.0% 0.34% $5.3M 2026-01-07 $97.96
2025 Q3 ADDED — — — 12,265 +200 +1.7% 0.08% $1.2M 2025-10-14 $97.10
2025 Q2 ADDED — — — 12,065 +170 +1.4% 0.08% $1.2M 2025-07-24 $96.12
2025 Q1 ADDED — — — 11,895 +49 +0.4% 0.08% $1.2M 2025-04-14 $95.07
2024 Q4 REDUCED 6.5% +0.9% ❌ 11,846 -825 -6.5% 0.08% $1.2M 2025-01-22 $94.18
2024 Q3 REDUCED — — — 12,671 -460 -3.5% 0.09% $1.3M 2024-10-16 $93.09
2024 Q2 REDUCED — — — 13,131 -464 -3.4% 0.10% $1.3M 2024-07-12 $91.80
2024 Q1 REDUCED 16.5% +0.5% ❌ 13,595 -2,680 -16.5% 0.10% $1.4M 2024-04-12 $90.59
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GBIL

As of 2026 Q2 — sorted by position size

Redwood Park Advisors LLC 31.77% ACR Alpine Capital Research, LLC 3Y 7Y 19.21% St. James Investment Company, LLC 3Y 7Y 13.71% Cohalo Advisory LLC 12.78% Pathway Financial Advisors LLC 3Y 7Y 10.29% Everest Private Wealth 9.82% Bell Investment Advisors, Inc 3Y 9.43% Tevis Investment Management 3Y 8.57% Cannon Capital Management, Inc. 7.93% WealthTrak Capital Management LLC 7.78%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and GBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning GBIL?

BALDWIN WEALTH PARTNERS LLC/MA reported GBIL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GBIL position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for GBIL was 0.47% in 2026 Q1.

What is the latest reported GBIL position on this page?

The most recent filing on this page is 2026 Q2, when BALDWIN WEALTH PARTNERS LLC/MA reported 25,840 shares, equal to 0.17% of portfolio, with an estimated market value of $2.6M.

What does the chart on this GBIL ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly GBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BALDWIN WEALTH PARTNERS LLC/MA time their GBIL position?

Based on 13F filing dates vs. subsequent GBIL price moves, BALDWIN WEALTH PARTNERS LLC/MA correctly timed 15 out of 29 reported position changes (52%). The annualised alpha on GBIL relative to SPY over the holding period was -11.9%.

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