GLD SPDR Gold Trust COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  52 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported SPDR Gold Trust COM (GLD) in 52 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.03% in 2025 Q4. The latest visible filing shows GLD at 2.03% 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 GLD 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 SPDR Gold Trust COM, 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
2025 Q4

GLD was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How BALDWIN WEALTH PARTNERS LLC/MA held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 80,154 +8,311 +11.6% 2.03% $31.8M 2026-02-14 (Est.) $462.62
2025 Q3 ADDED 71,843 +6,779 +10.4% 1.66% $25.5M 2025-10-14 $380.79
2025 Q2 REDUCED 65,064 -236 -0.4% 1.35% $19.8M 2025-07-24 $310.27
2025 Q1 ADDED 65,300 +1,493 +2.3% 1.32% $18.8M 2025-04-14 $296.23
2024 Q4 REDUCED 63,807 -955 -1.5% 1.07% $15.4M 2025-01-22 $254.43
2024 Q3 ADDED 64,762 +847 +1.3% 1.07% $15.7M 2024-10-16 $247.15
2024 Q2 REDUCED 63,915 -1,495 -2.3% 1.07% $13.7M 2024-07-12 $223.11
2024 Q1 REDUCED 65,410 -395 -0.6% 1.01% $13.5M 2024-04-12 $216.89
2023 Q4 REDUCED 65,805 -4,233 -6.0% 0.99% $12.6M 2024-01-08 $187.87
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and GLD

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 GLD?

BALDWIN WEALTH PARTNERS LLC/MA reported GLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for GLD was 2.03% in 2025 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 80,154 shares, equal to 2.03% of portfolio, with an estimated market value of $31.8M.

What does the chart on this GLD ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly GLD 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.

← Back to BALDWIN WEALTH PARTNERS LLC/MA Holdings