Bellevue Asset Management’s SPDR Gold Trust GLD Stock Holding History

Bellevue Asset Management’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	$4.42K	Hold	12	–	–	﹤0.01%	363
2026 Q1	$5.16K	Hold	12	–	–	﹤0.01%	319
2025 Q4	$4.75K	Hold	12	–	–	﹤0.01%	348
2025 Q3	$4.26K	Buy	12 +2	+20%	+$637	﹤0.01%	360
2025 Q2	$3.05K	Hold	10	–	–	﹤0.01%	395
2025 Q1	$2.88K	Hold	10	–	–	﹤0.01%	392
2024 Q4	$2.42K	Hold	10	–	–	﹤0.01%	424
2024 Q3	$2.43K	Buy	+10	New	+$2.29K	﹤0.01%	390
2023 Q4	–	Sell	-33	Closed	-$5.66K	–	457
2023 Q3	$5.66K	Hold	33	–	–	﹤0.01%	286
2023 Q2	$5.88K	Sell	33 -67	-67%	-$12.3K	﹤0.01%	294
2023 Q1	$18.3K	Hold	100	–	–	0.01%	234
2022 Q4	$17K	Sell	100 -285	-74%	-$45.9K	0.01%	241
2022 Q3	$61K	Hold	385	–	–	0.05%	134
2022 Q2	$65K	Hold	385	–	–	0.05%	131
2022 Q1	$70K	Hold	385	–	–	0.04%	141
2021 Q4	$66K	Hold	385	–	–	0.04%	150
2021 Q3	$63K	Hold	385	–	–	0.04%	156
2021 Q2	$64K	Hold	385	–	–	0.04%	157
2021 Q1	$62K	Hold	385	–	–	0.04%	157
2020 Q4	$67K	Hold	385	–	–	0.04%	150
2020 Q3	$68K	Buy	385 +112	+41%	+$20.1K	0.05%	132
2020 Q2	$46K	Hold	273	–	–	0.05%	161
2020 Q1	$44K	Hold	273	–	–	0.05%	177
2019 Q4	$39K	Buy	+273	New	+$38.1K	0.03%	180

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bellevue Asset Management's GLD Position: Q2 2026 in Review

Bellevue Asset Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 12 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Bellevue Asset Management first reported a position in GLD in Q4 2019 and has held it in 24 quarters since. The position peaked at $70K in Q1 2022. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bellevue Asset Management held 12 shares of SPDR Gold Trust worth $4.42K as of Q2 2026.
Bellevue Asset Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #363 holding.
Bellevue Asset Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 24 quarters since.
Bellevue Asset Management's SPDR Gold Trust position peaked at $70K in Q1 2022.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.