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BALDWIN WEALTH PARTNERS LLC/MA: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on GLD, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 84,652 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,652 shares
    Change vs previous 13F -1,323 shares

    2.04% of the 13F portfolio, value $31,184,104.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,975 shares
    Change vs previous 13F +5,821 shares

    2.69% of the 13F portfolio, value $36,994,183.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,154 shares
    Change vs previous 13F +8,311 shares

    2.03% of the 13F portfolio, value $31,765,832.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,843 shares
    Change vs previous 13F +6,779 shares

    1.66% of the 13F portfolio, value $25,538,031.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,064 shares
    Change vs previous 13F -236 shares

    1.35% of the 13F portfolio, value $19,833,459.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,300 shares
    Change vs previous 13F +1,493 shares

    1.32% of the 13F portfolio, value $18,815,542.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,807 shares
    Change vs previous 13F -955 shares

    1.07% of the 13F portfolio, value $15,449,589.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,762 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $15,741,052.

    13F-HR 0000950123-24-009702 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).