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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
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 1.21% 26
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell & Brown Wealth Advisors's GLD Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.8% in Q1 2026, selling an estimated $53.3K and leaving 14,696 shares worth $6.32M. The position accounts for 2.05% of the portfolio, ranked #17.

Bell & Brown Wealth Advisors first reported a position in GLD in Q1 2020 and has held it in 21 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Bell & Brown Wealth Advisors held 14,696 shares of SPDR Gold Trust worth $6.32M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 119 SPDR Gold Trust shares in Q1 2026, an estimated $53.3K.
  • SPDR Gold Trust made up 2.05% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Bell & Brown Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 21 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.