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Atticus Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Atticus 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
2026
Q2 		$4.87M Sell
13,216
-386
-3% -$160K 1.16% 13
2026
Q1 		$5.85M Sell
13,602
-1,220
-8% -$546K 1.59% 11
2025
Q4 		$5.87M Sell
14,822
-82
-0.6% -$31.3K 1.45% 12
2025
Q3 		$5.3M Buy
14,904
+74
+0.5% +$23.6K 1.34% 12
2025
Q2 		$4.52M Sell
14,830
-882
-6% -$267K 1.22% 13
2025
Q1 		$4.53M Sell
15,712
-531
-3% -$140K 1.48% 12
2024
Q4 		$3.93M Buy
16,243
+68
+0.4% +$16.7K 1.22% 14
2024
Q3 		$3.93M Buy
16,175
+1,080
+7% +$247K 1.26% 14
2024
Q2 		$3.25M Buy
15,095
+1,642
+12% +$355K 1.06% 19
2024
Q1 		$2.77M Sell
13,453
-208
-2% -$39.9K 0.91% 20
2023
Q4 		$2.61M Buy
13,661
+3,219
+31% +$590K 0.92% 19
2023
Q3 		$1.79M Buy
10,442
+558
+6% +$99.8K 0.69% 27
2023
Q2 		$1.76M Buy
9,884
+6,521
+194% +$1.2M 0.65% 28
2023
Q1 		$616K Buy
3,363
+2,242
+200% +$395K 0.24% 67
2022
Q4 		$190K Buy
1,121
+35
+3% +$5.64K 0.08% 128
2022
Q3 		$183K Hold
1,086
– – 0.09% 120
2022
Q2 		$183K Hold
1,086
– – 0.08% 136
2022
Q1 		$196K Hold
1,086
– – 0.07% 144
2021
Q4 		$186K Hold
1,086
– – 0.07% 128
2021
Q3 		$178K Sell
1,086
-170
-14% -$28.5K 0.08% 109
2021
Q2 		$208K Sell
1,256
-86
-6% -$14.6K 0.09% 109
2021
Q1 		$215K Sell
1,342
-334
-20% -$56.1K 0.1% 100
2020
Q4 		$299K Buy
1,676
+131
+8% +$23.1K 0.15% 80
2020
Q3 		$274K Buy
1,545
+259
+20% +$46.5K 0.16% 71
2020
Q2 		$215K Hold
1,286
– – 0.14% 86
2020
Q1 		$190K Sell
1,286
-185
-13% -$27.5K 0.15% 79
2019
Q4 		$210K Buy
+1,471
New +$206K 0.13% 85

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

Atticus Wealth Management's GLD Position: Q2 2026 in Review

Atticus Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, selling an estimated $160K and leaving 13,216 shares worth $4.87M. The position accounts for 1.16% of the portfolio, ranked #13.

Atticus Wealth Management first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.87M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Atticus Wealth Management held 13,216 shares of SPDR Gold Trust worth $4.87M as of Q2 2026.
  • Atticus Wealth Management sold 386 SPDR Gold Trust shares in Q2 2026, an estimated $160K.
  • SPDR Gold Trust made up 1.16% of Atticus Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Atticus Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's SPDR Gold Trust position peaked at $5.87M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.