Bell Bank’s SPDR Gold Trust GLD Stock Holding History

Bell Bank’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$633K	Sell	1,718 -80	-4%	-$33.1K	0.02%	118
2026 Q1	$774K	Buy	1,798 +80	+5%	+$35.8K	0.03%	106
2025 Q4	$681K	Sell	1,718 -743	-30%	-$284K	0.03%	113
2025 Q3	$875K	Buy	2,461 +780	+46%	+$249K	0.04%	113
2025 Q2	$512K	Hold	1,681	–	–	0.02%	143
2025 Q1	$484K	Hold	1,681	–	–	0.03%	136
2024 Q4	$407K	Buy	+1,681	New	+$413K	0.03%	146
2013 Q4	–	Sell	-6,325	Closed	-$811K	–	172
2013 Q3	$811K	Sell	6,325 -2,408	-28%	-$309K	0.28%	152
2013 Q2	$1.04M	Buy	+8,733	New	+$1.2M	0.36%	116

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Bell Bank's GLD Position: Q2 2026 in Review

Bell Bank reduced its SPDR Gold Trust (GLD) stake by 4.4% in Q2 2026, selling an estimated $33.1K and leaving 1,718 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #118.

Bell Bank first reported a position in GLD in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2013. 629 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bell Bank held 1,718 shares of SPDR Gold Trust worth $633K as of Q2 2026.
Bell Bank sold 80 SPDR Gold Trust shares in Q2 2026, an estimated $33.1K.
SPDR Gold Trust made up 0.02% of Bell Bank's portfolio in Q2 2026, its #118 holding.
Bell Bank first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 9 quarters since.
Bell Bank's SPDR Gold Trust position peaked at $1.04M in Q2 2013.
629 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.