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Blue Bell Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Blue Bell Private Wealth 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 		$1.5M Hold
4,067
– – 0.19% 95
2026
Q1 		$1.75M Buy
4,067
+108
+3% +$48.4K 0.25% 74
2025
Q4 		$1.57M Buy
3,959
+188
+5% +$71.8K 0.23% 79
2025
Q3 		$1.34M Buy
3,771
+32
+0.9% +$10.2K 0.2% 76
2025
Q2 		$1.14M Buy
3,739
+430
+13% +$130K 0.19% 77
2025
Q1 		$953K Buy
3,309
+477
+17% +$126K 0.18% 83
2024
Q4 		$686K Buy
2,832
+41
+1% +$10.1K 0.13% 96
2024
Q3 		$678K Sell
2,791
-67
-2% -$15.3K 0.13% 97
2024
Q2 		$614K Hold
2,858
– – 0.13% 100
2024
Q1 		$588K Sell
2,858
-637
-18% -$122K 0.13% 102
2023
Q4 		$668K Sell
3,495
-584
-14% -$107K 0.16% 81
2023
Q3 		$699K Buy
4,079
+16
+0.4% +$2.86K 0.19% 74
2023
Q2 		$724K Buy
4,063
+900
+28% +$165K 0.19% 75
2023
Q1 		$580K Hold
3,163
– – 0.17% 75
2022
Q4 		$537K Hold
3,163
– – 0.18% 68
2022
Q3 		$489K Sell
3,163
-50
-2% -$8.04K 0.17% 66
2022
Q2 		$541K Buy
3,213
+36
+1% +$6.29K 0.18% 61
2022
Q1 		$574K Sell
3,177
-323
-9% -$56.7K 0.16% 57
2021
Q4 		$598K Hold
3,500
– – 0.16% 57
2021
Q3 		$574K Sell
3,500
-392
-10% -$65.6K 0.17% 49
2021
Q2 		$645K Sell
3,892
-100
-3% -$17K 0.19% 47
2021
Q1 		$639K Buy
3,992
+133
+3% +$22.4K 0.19% 47
2020
Q4 		$690K Sell
3,859
-360
-9% -$63.4K 0.24% 41
2020
Q3 		$747K Buy
4,219
+837
+25% +$150K 0.31% 37
2020
Q2 		$570K Buy
3,382
+423
+14% +$68.2K 0.27% 40
2020
Q1 		$438K Sell
2,959
-475
-14% -$70.7K 0.24% 35
2019
Q4 		$491K Buy
3,434
+50
+1% +$6.99K 0.2% 44
2019
Q3 		$470K Hold
3,384
– – 0.22% 40
2019
Q2 		$451K Sell
3,384
-167
-5% -$20.6K 0.21% 42
2019
Q1 		$433K Sell
3,551
-680
-16% -$83.8K 0.2% 43
2018
Q4 		$513K Sell
4,231
-20
-0.5% -$2.32K 0.27% 37
2018
Q3 		$479K Sell
4,251
-250
-6% -$28.7K 0.21% 45
2018
Q2 		$534K Sell
4,501
-400
-8% -$49.5K 0.24% 41
2018
Q1 		$616K Hold
4,901
– – 0.27% 41
2017
Q4 		$606K Sell
4,901
-210
-4% -$25.5K 0.27% 43
2017
Q3 		$621K Sell
5,111
-50
-1% -$6.08K 0.3% 41
2017
Q2 		$609K Sell
5,161
-325
-6% -$38.9K 0.3% 42
2017
Q1 		$651K Hold
5,486
– – 0.36% 39
2016
Q4 		$602K Sell
5,486
-1,120
-17% -$130K 0.37% 42
2016
Q3 		$830K Hold
6,606
– – 0.48% 36
2016
Q2 		$836K Sell
6,606
-16
-0.2% -$1.93K 0.54% 30
2016
Q1 		$779K Hold
6,622
– – 0.53% 31
2015
Q4 		$672K Buy
6,622
+1,540
+30% +$163K 0.46% 38
2015
Q3 		$543K Sell
5,082
-400
-7% -$43.1K 0.37% 49
2015
Q2 		$616K Buy
5,482
+25
+0.5% +$2.86K 0.37% 43
2015
Q1 		$620K Buy
5,457
+100
+2% +$11.7K 0.37% 45
2014
Q4 		$608K Sell
5,357
-560
-9% -$64.6K 0.35% 46
2014
Q3 		$688K Sell
5,917
-850
-13% -$105K 0.41% 40
2014
Q2 		$866K Sell
6,767
-940
-12% -$117K 0.52% 28
2014
Q1 		$953K Sell
7,707
-100
-1% -$12.5K 0.65% 26
2013
Q4 		$907K Sell
7,807
-2,386
-23% -$293K 0.7% 26
2013
Q3 		$1.31M Sell
10,193
-303
-3% -$38.9K 1.31% 21
2013
Q2 		$1.25M Buy
+10,496
New +$1.44M 1.11% 19

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Blue Bell Private Wealth Management's GLD Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 4,067 shares worth $1.5M. The position accounts for 0.19% of the portfolio, ranked #95.

Blue Bell Private Wealth Management first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.75M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Blue Bell Private Wealth Management held 4,067 shares of SPDR Gold Trust worth $1.5M as of Q2 2026.
  • Blue Bell Private Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.19% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Blue Bell Private Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Blue Bell Private Wealth Management's SPDR Gold Trust position peaked at $1.75M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.