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Atomi Financial Group’s SPDR Gold Trust GLD Stock Holding History

Atomi Financial Group’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 		$3.78M Buy
10,254
+818
+9% +$339K 0.1% 158
2026
Q1 		$4.06M Buy
9,436
+68
+0.7% +$30.5K 0.12% 136
2025
Q4 		$3.71M Buy
9,368
+2,099
+29% +$802K 0.11% 147
2025
Q3 		$2.58M Sell
7,269
-70
-1% -$22.3K 0.08% 165
2025
Q2 		$2.24M Buy
7,339
+500
+7% +$151K 0.08% 169
2025
Q1 		$1.97M Buy
6,839
+36
+0.5% +$9.52K 0.09% 172
2024
Q4 		$1.65M Buy
6,803
+646
+10% +$159K 0.08% 176
2024
Q3 		$1.5M Sell
6,157
-1,305
-17% -$299K 0.09% 172
2024
Q2 		$1.6M Sell
7,462
-2,958
-28% -$640K 0.12% 141
2024
Q1 		$2.14M Sell
10,420
-764
-7% -$147K 0.2% 109
2023
Q4 		$2.14M Buy
11,184
+4,751
+74% +$871K 0.3% 69
2023
Q3 		$1.1M Buy
6,433
+977
+18% +$175K 0.37% 75
2023
Q2 		$973K Buy
5,456
+480
+10% +$88.2K 0.44% 59
2023
Q1 		$912K Buy
+4,976
New +$876K 0.51% 54

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

Atomi Financial Group's GLD Position: Q2 2026 in Review

Atomi Financial Group increased its SPDR Gold Trust (GLD) stake by 8.7% in Q2 2026, buying an estimated $339K and bringing the position to 10,254 shares worth $3.78M. The position accounts for 0.1% of the portfolio, ranked #158.

Atomi Financial Group first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.06M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Atomi Financial Group held 10,254 shares of SPDR Gold Trust worth $3.78M as of Q2 2026.
  • Atomi Financial Group bought 818 SPDR Gold Trust shares in Q2 2026, an estimated $339K.
  • SPDR Gold Trust made up 0.1% of Atomi Financial Group's portfolio in Q2 2026, its #158 holding.
  • Atomi Financial Group first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's SPDR Gold Trust position peaked at $4.06M in Q1 2026.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.