Bell Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Bell Investment 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	$114K	Hold	265	–	–	0.02%	159
2025 Q4	$105K	Hold	265	–	–	0.02%	164
2025 Q3	$94.2K	Hold	265	–	–	0.02%	167
2025 Q2	$80.8K	Hold	265	–	–	0.01%	185
2025 Q1	$76.4K	Hold	265	–	–	0.01%	171
2024 Q4	$64.2K	Hold	265	–	–	0.01%	190
2024 Q3	$64.4K	Hold	265	–	–	0.01%	187
2024 Q2	$57K	Hold	265	–	–	0.01%	199
2024 Q1	$54.5K	Hold	265	–	–	0.01%	198
2023 Q4	$50.7K	Hold	265	–	–	0.01%	197
2023 Q3	$45.4K	Hold	265	–	–	0.01%	184
2023 Q2	$47.2K	Hold	265	–	–	0.01%	174
2023 Q1	$48.6K	Hold	265	–	–	0.01%	164
2022 Q4	$45K	Hold	265	–	–	0.01%	180
2022 Q3	$41K	Hold	265	–	–	0.01%	155
2022 Q2	$45K	Buy	+265	New	+$46.3K	0.01%	146
2021 Q4	$45K	Hold	265	–	–	0.01%	173
2021 Q3	$44K	Buy	+265	New	+$44.4K	0.01%	161

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Investment Advisors's GLD Position: Q1 2026 in Review

Bell Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 265 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #159.

Bell Investment Advisors first reported a position in GLD in Q3 2021 and has held it in 18 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bell Investment Advisors held 265 shares of SPDR Gold Trust worth $114K as of Q1 2026.
Bell Investment Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.02% of Bell Investment Advisors's portfolio in Q1 2026, its #159 holding.
Bell Investment Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 18 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.