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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
13,822
Value
$5.09M
% of portfolio
0.7%
Quarters held
16
Since Q3 2022
Holdings of GLD by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,822$5.09M0.7%−1,109−7.4%ReducedHolders
Q1 202614,931$6.42M1.1%−2,360−13.6%ReducedHolders
Q4 202517,291$6.85M1.1%−3,251−15.8%ReducedHolders
Q3 202520,542$7.30M1.3%+1,284+6.7%AddedHolders
Q2 202519,258$5.87M1.2%−5,405−21.9%ReducedHolders
Q1 202524,663$7.11M1.7%+2,193+9.8%AddedHolders
Q4 202422,470$5.44M1.2%−1,756−7.2%ReducedHolders
Q3 202424,226$5.89M1.5%−432−1.8%ReducedHolders
Q2 202424,658$5.30M1.4%+1,616+7.0%AddedHolders
Q1 202423,042$4.74M1.5%+8,986+63.9%AddedHolders
Q4 202314,056$2.69M0.9%+3,397+31.9%AddedHolders
Q3 202310,659$1.83M0.7%+761+7.7%AddedHolders
Q2 20239,898$1.76M0.6%−5,098−34.0%ReducedHolders
Q1 202314,996$2.75M1.0%+10,212+213.5%AddedHolders
Q4 20224,784$811.6K0.4%−155−3.1%ReducedHolders
Q3 20224,939$764.0K0.3%–No prior filingHolders