SEC 13F Intelligence

Ball & Co Wealth Management Inc. / GLD

Ball & Co Wealth Management Inc.’s Spdr Gold Tr Position

Does Ball & Co Wealth Management Inc. own Spdr Gold Tr (GLD)? Yes — 33.1K shares worth $14M (+11.93% of its 13F portfolio) as of Q1 2026, down from 48.6K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
33.1K
% of Portfolio
+11.93%
Quarters Held
6
currently held

Position History GLD

Reported value by quarter
Q4 ’24: $9MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $18MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.1K$14M+11.93%
Q4 202548.6K$19M+12.42%
Q3 202557.8K$21M+13.66%
Q2 202558.9K$18M+19.12%
Q1 202535.5K$10M+10.97%
Q4 202435.5K$9M+6.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ball & Co Wealth Management Inc.’s full portfolio or all institutional holders of GLD.