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Atlas Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Atlas Capital 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 		$1.01M Buy
2,340
+150
+7% +$67.2K 0.12% 148
2025
Q4 		$868K Buy
+2,190
New +$836K 0.1% 173
2025
Q2 		$559K Hold
1,833
– – 0.07% 230
2025
Q1 		$528K Hold
1,833
– – 0.07% 247
2024
Q4 		$444K Hold
1,833
– – 0.06% 262
2024
Q3 		$446K Hold
1,833
– – 0.07% 243
2024
Q2 		$394K Hold
1,833
– – 0.05% 271
2024
Q1 		$377K Hold
1,833
– – 0.06% 264
2023
Q4 		$350K Sell
1,833
-672
-27% -$123K 0.05% 275
2023
Q3 		$429K Buy
2,505
+45
+2% +$8.05K 0.07% 217
2023
Q2 		$439K Buy
2,460
+336
+16% +$61.7K 0.07% 221
2023
Q1 		$389K Sell
2,124
-193
-8% -$34K 0.06% 237
2022
Q4 		$393K Buy
2,317
+175
+8% +$28.2K 0.07% 216
2022
Q3 		$331K Hold
2,142
– – 0.06% 244
2022
Q2 		$361K Sell
2,142
-193
-8% -$33.7K 0.06% 253
2022
Q1 		$422K Sell
2,335
-205
-8% -$36K 0.07% 234
2021
Q4 		$434K Sell
2,540
-189
-7% -$31.7K 0.06% 237
2021
Q3 		$448K Buy
2,729
+1,962
+256% +$328K 0.07% 218
2021
Q2 		$127K Buy
767
+5
+0.7% +$850 0.02% 422
2021
Q1 		$122K Buy
+762
New +$128K 0.02% 390
2020
Q3 		– Sell
-512
Closed -$85.7K – 418
2020
Q2 		$85.7K Buy
512
+62
+14% +$10K 0.02% 418
2020
Q1 		$66.6K Buy
+450
New +$67K 0.02% 404

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Capital Advisors's GLD Position: Q1 2026 in Review

Atlas Capital Advisors increased its SPDR Gold Trust (GLD) stake by 6.8% in Q1 2026, buying an estimated $67.2K and bringing the position to 2,340 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #148.

Atlas Capital Advisors first reported a position in GLD in Q1 2020 and has held it in 22 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Atlas Capital Advisors held 2,340 shares of SPDR Gold Trust worth $1.01M as of Q1 2026.
  • Atlas Capital Advisors bought 150 SPDR Gold Trust shares in Q1 2026, an estimated $67.2K.
  • SPDR Gold Trust made up 0.12% of Atlas Capital Advisors's portfolio in Q1 2026, its #148 holding.
  • Atlas Capital Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.