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 Q3	$936K	Sell	2,458 -306	-11%	-$120K	0.21%	55
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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Atwater Malick's GLD Position: Q3 2026 in Review

Atwater Malick reduced its SPDR Gold Trust (GLD) stake by 11% in Q3 2026, selling an estimated $120K and leaving 2,458 shares worth $936K. The position accounts for 0.21% of the portfolio, ranked #55.

Atwater Malick first reported a position in GLD in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.25M in Q4 2025. 946 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Atwater Malick held 2,458 shares of SPDR Gold Trust worth $936K as of Q3 2026.
Atwater Malick sold 306 SPDR Gold Trust shares in Q3 2026, an estimated $120K.
SPDR Gold Trust made up 0.21% of Atwater Malick's portfolio in Q3 2026, its #55 holding.
Atwater Malick first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 27 quarters since.
Atwater Malick's SPDR Gold Trust position peaked at $1.25M in Q4 2025.
946 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.