Atwater Malick’s SPDR Gold Trust GLD Stock Holding History

Atwater Malick’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	$1.19M	Sell	2,764 -400	-13%	-$179K	0.32%	37
2025 Q4	$1.25M	Hold	3,164	–	–	0.35%	36
2025 Q3	$1.12M	Hold	3,164	–	–	0.33%	38
2025 Q2	$964K	Hold	3,164	–	–	0.31%	43
2025 Q1	$912K	Hold	3,164	–	–	0.31%	40
2024 Q4	$766K	Sell	3,164 -110	-3%	-$27K	0.26%	43
2024 Q3	$796K	Hold	3,274	–	–	0.26%	43
2024 Q2	$704K	Hold	3,274	–	–	0.24%	44
2024 Q1	$674K	Buy	3,274 +535	+20%	+$103K	0.24%	46
2023 Q4	$524K	Buy	2,739 +39	+1%	+$7.15K	0.21%	48
2023 Q3	$463K	Hold	2,700	–	–	0.2%	48
2023 Q2	$481K	Hold	2,700	–	–	0.21%	46
2023 Q1	$495K	Hold	2,700	–	–	0.23%	37
2022 Q4	$458K	Buy	2,700 +800	+42%	+$129K	0.23%	38
2022 Q3	$294K	Sell	1,900 -564	-23%	-$90.7K	0.16%	43
2022 Q2	$415K	Buy	2,464 +564	+30%	+$98.5K	0.22%	40
2022 Q1	$343K	Hold	1,900	–	–	0.17%	39
2021 Q4	$325K	Hold	1,900	–	–	0.15%	40
2021 Q3	$312K	Hold	1,900	–	–	0.16%	37
2021 Q2	$315K	Hold	1,900	–	–	0.17%	36
2021 Q1	$304K	Hold	1,900	–	–	0.19%	34
2020 Q4	$339K	Hold	1,900	–	–	0.21%	33
2020 Q3	$337K	Hold	1,900	–	–	0.24%	32
2020 Q2	$318K	Hold	1,900	–	–	0.25%	34
2020 Q1	$281K	Buy	+1,900	New	+$283K	0.27%	36

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atwater Malick's GLD Position: Q1 2026 in Review

Atwater Malick reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $179K and leaving 2,764 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #37.

Atwater Malick first reported a position in GLD in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.25M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Atwater Malick held 2,764 shares of SPDR Gold Trust worth $1.19M as of Q1 2026.
Atwater Malick sold 400 SPDR Gold Trust shares in Q1 2026, an estimated $179K.
SPDR Gold Trust made up 0.32% of Atwater Malick's portfolio in Q1 2026, its #37 holding.
Atwater Malick first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 25 quarters since.
Atwater Malick's SPDR Gold Trust position peaked at $1.25M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.