Balanced Wealth Group LLC Spdr Gold Trust Transaction History

Balanced Wealth Group LLC

$228 Billion
Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Balanced Wealth Group LLC holds 7,605 shares of GLD stock, worth $2.86 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

7,605

Previous 7,581 0.32%

Holding current value

$2.86 Million

Previous $2.3 Billion 1.84%

% of portfolio

1.03%

Previous 1.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$300.96 - $355.47 $7,223 - $8,531	24 Added 0.32%	7,605 $2.34 Billion
Q2 2025 Aug 13, 2025	SELL	$273.71 - $316.29 $38,319 - $44,280	-140 Reduced 1.81%	7,581 $2.3 Billion
Q1 2025 Apr 15, 2025	SELL	$243.19 - $288.14 $165,126 - $195,647	-679 Reduced 8.08%	7,721 $2.22 Billion
Q4 2024 Feb 10, 2025	SELL	$236.59 - $257.5 $22,949 - $24,977	-97 Reduced 1.14%	8,400 $2.17 Billion
Q3 2024 Oct 28, 2024	SELL	$215.56 - $246.98 $134,078 - $153,621	-622 Reduced 6.82%	8,497 $2.07 Billion

Q2 2024 Aug 13, 2024	SELL	$207.82 - $224.56 $339,577 - $366,931	-1,634 Reduced 15.2%	9,119 $1.97 Billion
Q1 2024 May 13, 2024	SELL	$184.42 - $205.72 $1.1 Million - $1.23 Million	-5,964 Reduced 35.68%	10,753 $2.33 Billion
Q4 2023 Feb 06, 2024	BUY	$168.83 - $192.59 $2.82 Million - $3.22 Million	16,717 New	16,717 $3.2 Billion

Others Institutions Holding GLD

# of Institutions

3,233

Shares Held

140M

Call Options Held

166M

Put Options Held

88.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $130B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Spdr Gold Trust Transaction History