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Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Bell & Brown Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
14,569
Value
$5.37M
% of portfolio
1.6%
Quarters held
19
Since Q3 2021
Holdings of GLD by Bell & Brown Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,569$5.37M1.6%−127−0.9%ReducedHolders
Q1 202614,696$6.32M2.1%−119−0.8%ReducedHolders
Q4 202514,815$5.87M1.9%−245−1.6%ReducedHolders
Q3 202515,060$5.35M1.8%−50.0%ReducedHolders
Q2 202515,065$4.59M1.6%−14−0.1%ReducedHolders
Q1 202515,079$4.34M1.7%+423+2.9%AddedHolders
Q4 202414,656$3.55M1.3%−8−0.1%ReducedHolders
Q3 202414,664$3.56M1.4%−27−0.2%ReducedHolders
Q2 202414,691$3.16M1.4%−65−0.4%ReducedHolders
Q1 202414,756$3.04M1.3%−1,188−7.5%ReducedHolders
Q4 202315,944$3.05M1.4%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202317,043$3.04M1.5%−820−4.6%ReducedHolders
Q1 202317,863$3.27M1.7%−763−4.1%ReducedHolders
Q4 202218,626$3.16M1.7%−2,915−13.5%ReducedHolders
Q3 202221,541$3.33M2.1%−348−1.6%ReducedHolders
Q2 202221,889$3.69M2.0%−540−2.4%ReducedHolders
Q1 202222,429$4.05M1.8%−688−3.0%ReducedHolders
Q4 202123,117$3.95M1.9%−5,752−19.9%ReducedHolders
Q3 202128,869$4.74M2.6%–No prior filingHolders