Atlas Private Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Atlas Private Wealth 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
2025 Q4	–	Sell	-651	Closed	-$231K	–	138
2025 Q3	$231K	Buy	+651	New	+$207K	0.06%	124
2021 Q4	–	Sell	-5	Closed	-$1K	–	364
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	709
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	731
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	808
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	712
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	629
2020 Q2	$1K	Buy	+5	New	+$806	﹤0.01%	659

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atlas Private Wealth Advisors's GLD Position: Q4 2025 in Review

Atlas Private Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 651 shares — an estimated $231K sold.

Atlas Private Wealth Advisors first reported a position in GLD in Q2 2020 and held it in 7 quarters. The position peaked at $231K in Q3 2025. 3,080 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Atlas Private Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 651 SPDR Gold Trust shares in Q4 2025, an estimated $231K.
Atlas Private Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's SPDR Gold Trust position peaked at $231K in Q3 2025.
3,080 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.