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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
2024
Q2 		– Sell
-6,300
Closed -$1.3M – 1987
2024
Q1 		$1.3M Sell
6,300
-6,700
-52% -$1.29M 0.01% 796
2023
Q4 		$2.49M Buy
+13,000
New +$2.38M 0.03% 539

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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. 2,650 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.
  • 2,650 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.