Atwood & Palmer’s SPDR Gold Trust GLD Stock Holding History

Atwood & Palmer’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	$85.1K	Buy	231 +200	+645%	+$82.9K	﹤0.01%	210
2026 Q1	$13.3K	Hold	31	–	–	﹤0.01%	360
2025 Q4	$12.3K	Hold	31	–	–	﹤0.01%	361
2025 Q3	$11K	Hold	31	–	–	﹤0.01%	375
2025 Q2	$9.45K	Hold	31	–	–	﹤0.01%	396
2025 Q1	$8.93K	Hold	31	–	–	﹤0.01%	339
2024 Q4	$7.51K	Hold	31	–	–	﹤0.01%	360
2024 Q3	$7.54K	Sell	31 -50	-62%	-$11.4K	﹤0.01%	357
2024 Q2	$17.4K	Buy	+81	New	+$17.5K	﹤0.01%	309
2022 Q4	–	Sell	-5	Closed	-$1K	–	392
2022 Q3	$1K	Sell	5 -300	-98%	-$48.2K	﹤0.01%	364
2022 Q2	$51K	Hold	305	–	–	0.01%	207
2022 Q1	$55K	Sell	305 -281	-48%	-$49.3K	﹤0.01%	211
2021 Q4	$100K	Hold	586	–	–	0.01%	192
2021 Q3	$96K	Hold	586	–	–	0.01%	191
2021 Q2	$97K	Buy	586 +300	+105%	+$51K	0.01%	185
2021 Q1	$46K	Hold	286	–	–	﹤0.01%	225
2020 Q4	$51K	Hold	286	–	–	0.01%	208
2020 Q3	$51K	Hold	286	–	–	0.01%	192
2020 Q2	$48K	Hold	286	–	–	0.01%	190
2020 Q1	$42K	Hold	286	–	–	0.01%	190
2019 Q4	$41K	Hold	286	–	–	0.01%	195
2019 Q3	$40K	Hold	286	–	–	0.01%	199
2019 Q2	$38K	Sell	286 -900	-76%	-$111K	0.01%	192
2019 Q1	$145K	Hold	1,186	–	–	0.02%	136
2018 Q4	$144K	Hold	1,186	–	–	0.02%	134
2018 Q3	$134K	Hold	1,186	–	–	0.02%	143
2018 Q2	$141K	Hold	1,186	–	–	0.02%	139
2018 Q1	$149K	Hold	1,186	–	–	0.02%	136
2017 Q4	$147K	Sell	1,186 -180	-13%	-$21.8K	0.02%	138
2017 Q3	$166K	Hold	1,366	–	–	0.02%	135
2017 Q2	$161K	Hold	1,366	–	–	0.03%	134
2017 Q1	$162K	Sell	1,366 -25	-2%	-$2.91K	0.03%	125
2016 Q4	$152K	Hold	1,391	–	–	0.03%	124
2016 Q3	$175K	Hold	1,391	–	–	0.03%	120
2016 Q2	$176K	Buy	1,391 +286	+26%	+$34.4K	0.03%	116
2016 Q1	$130K	Hold	1,105	–	–	0.02%	131
2015 Q4	$112K	Hold	1,105	–	–	0.02%	153
2015 Q3	$118K	Sell	1,105 -223	-17%	-$24K	0.02%	144
2015 Q2	$149K	Hold	1,328	–	–	0.03%	141
2015 Q1	$151K	Buy	1,328 +180	+16%	+$21.1K	0.03%	136
2014 Q4	$131K	Hold	1,148	–	–	0.02%	152
2014 Q3	$154K	Buy	1,148 +10	+0.9%	+$1.23K	0.03%	141
2014 Q2	$146K	Buy	+1,138	New	+$141K	0.04%	134

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Atwood & Palmer's GLD Position: Q2 2026 in Review

Atwood & Palmer increased its SPDR Gold Trust (GLD) stake by 645% in Q2 2026, buying an estimated $82.9K and bringing the position to 231 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Atwood & Palmer first reported a position in GLD in Q2 2014 and has held it in 43 quarters since. The position peaked at $176K in Q2 2016. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Atwood & Palmer held 231 shares of SPDR Gold Trust worth $85.1K as of Q2 2026.
Atwood & Palmer bought 200 SPDR Gold Trust shares in Q2 2026, an estimated $82.9K.
SPDR Gold Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #210 holding.
Atwood & Palmer first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 43 quarters since.
Atwood & Palmer's SPDR Gold Trust position peaked at $176K in Q2 2016.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.