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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
Q2 		$943K Buy
2,560
+220
+9% +$91.1K 0.1% 175
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 $1.55T 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

Atlas Capital Advisors's GLD Position: Q2 2026 in Review

Atlas Capital Advisors increased its SPDR Gold Trust (GLD) stake by 9.4% in Q2 2026, buying an estimated $91.1K and bringing the position to 2,560 shares worth $943K. The position accounts for 0.1% of the portfolio, ranked #175.

Atlas Capital Advisors first reported a position in GLD in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Atlas Capital Advisors held 2,560 shares of SPDR Gold Trust worth $943K as of Q2 2026.
  • Atlas Capital Advisors bought 220 SPDR Gold Trust shares in Q2 2026, an estimated $91.1K.
  • SPDR Gold Trust made up 0.1% of Atlas Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Atlas Capital Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 23 quarters since.
  • Atlas Capital Advisors's SPDR Gold Trust position peaked at $1.01M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.