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

Atlas 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
2024
Q1 		$1.87M Hold
9,103
– – 0.79% 42
2023
Q4 		$1.74M Buy
9,103
+2,400
+36% +$440K 0.82% 41
2023
Q3 		$1.15M Sell
6,703
-375
-5% -$67.1K 0.62% 60
2023
Q2 		$1.26M Sell
7,078
-238
-3% -$43.7K 0.67% 56
2023
Q1 		$1.34M Sell
7,316
-250
-3% -$44K 0.81% 40
2022
Q4 		$1.28M Sell
7,566
-78
-1% -$12.6K 0.59% 35
2022
Q3 		$1.18M Sell
7,644
-34
-0.4% -$5.47K 0.86% 35
2022
Q2 		$1.29M Sell
7,678
-2,450
-24% -$428K 0.88% 34
2022
Q1 		$1.83M Sell
10,128
-1,699
-14% -$298K 1.06% 27
2021
Q4 		$2.02M Hold
11,827
– – 1.13% 23
2021
Q3 		$1.94M Sell
11,827
-235
-2% -$39.3K 1.19% 22
2021
Q2 		$2M Sell
12,062
-701
-5% -$119K 1.23% 23
2021
Q1 		$2.04M Sell
12,763
-705
-5% -$118K 1.3% 21
2020
Q4 		$2.4M Buy
13,468
+175
+1% +$30.8K 1.71% 13
2020
Q3 		$2.35M Hold
13,293
– – 1.84% 12
2020
Q2 		$2.23M Hold
13,293
– – 1.79% 13
2020
Q1 		$1.97M Buy
13,293
+30
+0.2% +$4.47K 1.82% 12
2019
Q4 		$1.9M Buy
+13,263
New +$1.85M 1.46% 17

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Atlas Private Wealth Management's GLD Position: Q1 2024 in Review

Atlas Private Wealth Management held its SPDR Gold Trust (GLD) position steady in Q1 2024 at 9,103 shares worth $1.87M. The position accounts for 0.79% of the portfolio, ranked #42.

Atlas Private Wealth Management first reported a position in GLD in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.4M in Q4 2020. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • Atlas Private Wealth Management held 9,103 shares of SPDR Gold Trust worth $1.87M as of Q1 2024.
  • Atlas Private Wealth Management left its SPDR Gold Trust share count unchanged in Q1 2024.
  • SPDR Gold Trust made up 0.79% of Atlas Private Wealth Management's portfolio in Q1 2024, its #42 holding.
  • Atlas Private Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's SPDR Gold Trust position peaked at $2.4M in Q4 2020.
  • 2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.