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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atomi Financial Group's GLD Position: Q1 2026 in Review

Atomi Financial Group increased its SPDR Gold Trust (GLD) stake by 0.73% in Q1 2026, buying an estimated $30.5K and bringing the position to 9,436 shares worth $4.06M. The position accounts for 0.12% of the portfolio, ranked #136.

Atomi Financial Group first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Atomi Financial Group held 9,436 shares of SPDR Gold Trust worth $4.06M as of Q1 2026.
  • Atomi Financial Group bought 68 SPDR Gold Trust shares in Q1 2026, an estimated $30.5K.
  • SPDR Gold Trust made up 0.12% of Atomi Financial Group's portfolio in Q1 2026, its #136 holding.
  • Atomi Financial Group first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.