MidAtlantic Capital Management’s SPDR Gold Trust GLD Stock Holding History

MidAtlantic Capital 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 Q1	$200K	Sell	465 -2	-0.4%	-$896	0.14%	84
2025 Q4	$185K	Buy	+467	New	+$178K	0.12%	85
2025 Q1	–	Sell	-483	Closed	-$117K	–	130
2024 Q4	$117K	Sell	483 -1	-0.2%	-$246	0.09%	101
2024 Q3	$118K	Sell	484 -5	-1%	-$1.15K	0.09%	99
2024 Q2	$105K	Hold	489	–	–	0.09%	97
2024 Q1	$101K	Sell	489 -1	-0.2%	-$192	0.09%	101
2023 Q4	$93.7K	Buy	+490	New	+$89.8K	0.09%	98

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

MidAtlantic Capital Management's GLD Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its SPDR Gold Trust (GLD) stake by 0.43% in Q1 2026, selling an estimated $896 and leaving 465 shares worth $200K. The position accounts for 0.14% of the portfolio, ranked #84.

MidAtlantic Capital Management first reported a position in GLD in Q4 2023 and has held it in 7 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

MidAtlantic Capital Management held 465 shares of SPDR Gold Trust worth $200K as of Q1 2026.
MidAtlantic Capital Management sold 2 SPDR Gold Trust shares in Q1 2026, an estimated $896.
SPDR Gold Trust made up 0.14% of MidAtlantic Capital Management's portfolio in Q1 2026, its #84 holding.
MidAtlantic Capital Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 7 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.