A detailed history of Balboa Wealth Partners transactions in Spdr Gold Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 24,226 shares of GLD stock, worth $5.82 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
24,226
Previous 24,658 1.75%
Holding current value
$5.82 Million
Previous $5.3 Million 11.09%
% of portfolio
1.51%
Previous 1.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$215.56 - $246.98 $93,121 - $106,695
-432 Reduced 1.75%
24,226 $5.89 Million
Q2 2024

Aug 13, 2024

BUY
$207.82 - $224.56 $335,837 - $362,888
1,616 Added 7.01%
24,658 $5.3 Million
Q1 2024

May 13, 2024

BUY
$184.42 - $205.72 $1.66 Million - $1.85 Million
8,986 Added 63.93%
23,042 $4.74 Million
Q4 2023

Feb 09, 2024

BUY
$168.83 - $192.59 $573,515 - $654,228
3,397 Added 31.87%
14,056 $2.69 Million
Q3 2023

Oct 23, 2023

BUY
$171.45 - $183.67 $130,473 - $139,772
761 Added 7.69%
10,659 $1.83 Million
Q2 2023

Aug 08, 2023

SELL
$177.09 - $190.44 $902,804 - $970,863
-5,098 Reduced 34.0%
9,898 $1.76 Million
Q1 2023

May 11, 2023

BUY
$168.35 - $185.74 $1.72 Million - $1.9 Million
10,212 Added 213.46%
14,996 $2.75 Million
Q4 2022

Feb 14, 2023

SELL
$151.45 - $169.67 $23,474 - $26,298
-155 Reduced 3.14%
4,784 $811,000
Q3 2022

Jan 04, 2023

BUY
$151.23 - $168.32 $746,924 - $831,332
4,939 New
4,939 $764,000

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $82.8B
More about GLD
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Balboa Wealth Partners with notifications on news.