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

Atlas Financial 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
2024 Q4	$682K	Sell	2,816 -150	-5%	-$36.9K	1.06%	15
2024 Q3	$721K	Buy	2,966 +340	+13%	+$77.9K	1.14%	13
2024 Q2	$565K	Buy	2,626 +112	+4%	+$24.2K	0.93%	13
2024 Q1	$517K	Buy	2,514 +110	+5%	+$21.1K	0.8%	18
2023 Q4	$460K	Sell	2,404 -2,123	-47%	-$389K	0.75%	14
2023 Q3	$776K	Buy	4,527 +2,190	+94%	+$392K	0.61%	14
2023 Q2	$417K	Buy	2,337 +163	+7%	+$29.9K	0.59%	13
2023 Q1	$398K	Buy	2,174 +40	+2%	+$7.04K	0.54%	15
2022 Q4	$362K	Buy	2,134 +323	+18%	+$52K	0.5%	15
2022 Q3	$280K	Buy	1,811 +46	+3%	+$7.4K	0.46%	8
2022 Q2	$297K	Buy	1,765 +106	+6%	+$18.5K	0.34%	14
2022 Q1	$300K	Buy	1,659 +425	+34%	+$74.6K	0.3%	18
2021 Q4	$211K	Buy	+1,234	New	+$207K	0.2%	14

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atlas Financial Advisors's GLD Position: Q4 2024 in Review

Atlas Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 5.1% in Q4 2024, selling an estimated $36.9K and leaving 2,816 shares worth $682K. The position accounts for 1.06% of the portfolio, ranked #15.

Atlas Financial Advisors first reported a position in GLD in Q4 2021 and has held it in 13 quarters since. The position peaked at $776K in Q3 2023. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Atlas Financial Advisors held 2,816 shares of SPDR Gold Trust worth $682K as of Q4 2024.
Atlas Financial Advisors sold 150 SPDR Gold Trust shares in Q4 2024, an estimated $36.9K.
SPDR Gold Trust made up 1.06% of Atlas Financial Advisors's portfolio in Q4 2024, its #15 holding.
Atlas Financial Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 13 quarters since.
Atlas Financial Advisors's SPDR Gold Trust position peaked at $776K in Q3 2023.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.