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 Q2	$1.02M	Hold	2,764	–	–	0.22%	54
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atwater Malick's GLD Position: Q2 2026 in Review

Atwater Malick held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,764 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #54.

Atwater Malick first reported a position in GLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.25M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Atwater Malick held 2,764 shares of SPDR Gold Trust worth $1.02M as of Q2 2026.
Atwater Malick left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.22% of Atwater Malick's portfolio in Q2 2026, its #54 holding.
Atwater Malick first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 26 quarters since.
Atwater Malick's SPDR Gold Trust position peaked at $1.25M in Q4 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.