Atria Wealth Solutions’s SPDR Gold Trust GLD Stock Holding History

Atria Wealth Solutions’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 Q2	$18.7M	Sell	61,297 -88,202	-59%	-$26.7M	0.42%	44
2025 Q1	$43.1M	Buy	149,499 +1,653	+1%	+$437K	0.52%	30
2024 Q4	$35.8M	Sell	147,846 -47,538	-24%	-$11.7M	0.39%	45
2024 Q3	$47.5M	Buy	195,384 +16,200	+9%	+$3.71M	0.51%	31
2024 Q2	$38.5M	Buy	179,184 +46,146	+35%	+$9.98M	0.43%	39
2024 Q1	$27.4M	Sell	133,038 -2,954	-2%	-$567K	0.31%	60
2023 Q4	$26M	Buy	135,992 +21,041	+18%	+$3.86M	0.33%	58
2023 Q3	$19.7M	Sell	114,951 -48,026	-29%	-$8.59M	0.28%	80
2023 Q2	$29.1M	Buy	162,977 +14,943	+10%	+$2.75M	0.4%	43
2023 Q1	$27.1M	Buy	148,034 +43,068	+41%	+$7.58M	0.4%	44
2022 Q4	$17.8M	Sell	104,966 -1,781	-2%	-$287K	0.29%	83
2022 Q3	$16.5M	Sell	106,747 -9,360	-8%	-$1.51M	0.29%	80
2022 Q2	$19.6M	Buy	116,107 +21,343	+23%	+$3.73M	0.37%	64
2022 Q1	$17.1M	Buy	+94,764	New	+$16.6M	0.28%	75

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Atria Wealth Solutions's GLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its SPDR Gold Trust (GLD) stake by 59% in Q2 2025, selling an estimated $26.7M and leaving 61,297 shares worth $18.7M. The position accounts for 0.42% of the portfolio, ranked #44.

Atria Wealth Solutions first reported a position in GLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $47.5M in Q3 2024. 2,655 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Atria Wealth Solutions held 61,297 shares of SPDR Gold Trust worth $18.7M as of Q2 2025.
Atria Wealth Solutions sold 88,202 SPDR Gold Trust shares in Q2 2025, an estimated $26.7M.
SPDR Gold Trust made up 0.42% of Atria Wealth Solutions's portfolio in Q2 2025, its #44 holding.
Atria Wealth Solutions first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's SPDR Gold Trust position peaked at $47.5M in Q3 2024.
2,655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.