Atlantic Edge Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Atlantic Edge 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	$333K	Hold	905	–	–	0.07%	118
2026 Q1	$389K	Buy	905 +30	+3%	+$13.4K	0.1%	103
2025 Q4	$347K	Buy	875 +145	+20%	+$55.4K	0.09%	107
2025 Q3	$259K	Hold	730	–	–	0.07%	122
2025 Q2	$223K	Hold	730	–	–	0.06%	126
2025 Q1	$210K	Buy	730 +25	+4%	+$6.61K	0.06%	123
2024 Q4	$171K	Hold	705	–	–	0.05%	133
2024 Q3	$171K	Hold	705	–	–	0.05%	135
2024 Q2	$152K	Hold	705	–	–	0.05%	139
2024 Q1	$145K	Hold	705	–	–	0.05%	143
2023 Q4	$135K	Buy	+705	New	+$129K	0.05%	141

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atlantic Edge Private Wealth Management's GLD Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 905 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #118.

Atlantic Edge Private Wealth Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $389K in Q1 2026. 1,265 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Atlantic Edge Private Wealth Management held 905 shares of SPDR Gold Trust worth $333K as of Q2 2026.
Atlantic Edge Private Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.07% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #118 holding.
Atlantic Edge Private Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's SPDR Gold Trust position peaked at $389K in Q1 2026.
1,265 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.