Bell & Brown Wealth Advisors
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Bell & Brown Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Bell & Brown Wealth Advisors’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
Q3 		$5.15M Sell
13,518
-1,051
-7% -$411K 1.61% 22
2026
Q2 		$5.37M Sell
14,569
-127
-0.9% -$52.6K 1.63% 22
2026
Q1 		$6.32M Sell
14,696
-119
-0.8% -$53.3K 2.05% 17
2025
Q4 		$5.87M Sell
14,815
-245
-2% -$93.6K 1.89% 21
2025
Q3 		$5.35M Sell
15,060
-5
-0% -$1.59K 1.75% 23
2025
Q2 		$4.59M Sell
15,065
-14
-0.1% -$4.24K 1.64% 24
2025
Q1 		$4.34M Buy
15,079
+423
+3% +$112K 1.69% 25
2024
Q4 		$3.55M Sell
14,656
-8
-0.1% -$1.97K 1.32% 29
2024
Q3 		$3.56M Sell
14,664
-27
-0.2% -$6.18K 1.39% 30
2024
Q2 		$3.16M Sell
14,691
-65
-0.4% -$14.1K 1.15% 28
2024
Q1 		$3.04M Sell
14,756
-1,188
-7% -$228K 1.3% 28
2023
Q4 		$3.05M Buy
+15,944
New +$2.92M 1.42% 24
2023
Q2 		$3.04M Sell
17,043
-820
-5% -$151K 1.52% 25
2023
Q1 		$3.27M Sell
17,863
-763
-4% -$134K 1.74% 21
2022
Q4 		$3.16M Sell
18,626
-2,915
-14% -$470K 1.74% 22
2022
Q3 		$3.33M Sell
21,541
-348
-2% -$56K 2.06% 21
2022
Q2 		$3.69M Sell
21,889
-540
-2% -$94.3K 1.97% 21
2022
Q1 		$4.05M Sell
22,429
-688
-3% -$121K 1.84% 23
2021
Q4 		$3.95M Sell
23,117
-5,752
-20% -$966K 1.91% 20
2021
Q3 		$4.74M Buy
+28,869
New +$4.83M 2.56% 12
2020
Q3 		$262K Buy
1,450
+200
+16% +$35.9K 0.19% 66
2020
Q2 		$240K Hold
1,250
– – 0.19% 67
2020
Q1 		$200K Buy
+1,250
New +$186K 0.19% 69

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Bell & Brown Wealth Advisors's GLD Position: Q3 2026 in Review

Bell & Brown Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 7.2% in Q3 2026, selling an estimated $411K and leaving 13,518 shares worth $5.15M. The position accounts for 1.61% of the portfolio, ranked #22.

Bell & Brown Wealth Advisors first reported a position in GLD in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.32M in Q1 2026. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Bell & Brown Wealth Advisors held 13,518 shares of SPDR Gold Trust worth $5.15M as of Q3 2026.
  • Bell & Brown Wealth Advisors sold 1,051 SPDR Gold Trust shares in Q3 2026, an estimated $411K.
  • SPDR Gold Trust made up 1.61% of Bell & Brown Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Bell & Brown Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 23 quarters since.
  • Bell & Brown Wealth Advisors's SPDR Gold Trust position peaked at $6.32M in Q1 2026.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.