Fort Point Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Fort Point Capital Partners’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	$1.01M	Sell	2,344 -240	-9%	-$107K	0.12%	95
2025 Q4	$1.09M	Buy	2,584 +255	+11%	+$97.4K	0.12%	97
2025 Q3	$828K	Sell	2,329 -10,603	-82%	-$3.38M	0.1%	115
2025 Q2	$3.94M	Buy	12,932 +359	+3%	+$109K	0.28%	56
2025 Q1	$3.62M	Sell	12,573 -1,628	-11%	-$431K	0.4%	49
2024 Q4	$3.44M	Buy	14,201 +839	+6%	+$206K	0.37%	53
2024 Q3	$3.25M	Buy	13,362 +322	+2%	+$73.7K	0.4%	45
2024 Q2	$2.8M	Buy	13,040 +739	+6%	+$160K	0.35%	47
2024 Q1	$2.53M	Sell	12,301 -125	-1%	-$24K	0.34%	51
2023 Q4	$2.38M	Sell	12,426 -187	-1%	-$34.3K	0.34%	49
2023 Q3	$2.16M	Sell	12,613 -2,578	-17%	-$461K	0.33%	45
2023 Q2	$2.71M	Sell	15,191 -5,467	-26%	-$1M	0.38%	47
2023 Q1	$3.78M	Sell	20,658 -7,595	-27%	-$1.34M	0.57%	41
2022 Q4	$4.79M	Buy	28,253 +554	+2%	+$89.2K	0.75%	35
2022 Q3	$4.28M	Sell	27,699 -18,077	-39%	-$2.91M	0.71%	41
2022 Q2	$7.71M	Sell	45,776 -81	-0.2%	-$14.1K	1.26%	21
2022 Q1	$8.28M	Buy	45,857 +11,767	+35%	+$2.06M	1.16%	22
2021 Q4	$5.83M	Sell	34,090 -26,376	-44%	-$4.43M	0.78%	33
2021 Q3	$9.93M	Buy	60,466 +33,006	+120%	+$5.53M	1.49%	16
2021 Q2	$4.55M	Hold	27,460	–	–	0.83%	29
2021 Q1	$4.39M	Buy	27,460 +2,172	+9%	+$365K	0.94%	27
2020 Q4	$4.51M	Buy	25,288 +6,500	+35%	+$1.14M	1.03%	29
2020 Q3	$3.33M	Sell	18,788 -168	-0.9%	-$30.2K	0.84%	30
2020 Q2	$3.17M	Hold	18,956	–	–	0.99%	26
2020 Q1	$2.81M	Sell	18,956 -141	-0.7%	-$21K	1.21%	19
2019 Q4	$2.73M	Sell	19,097 -19	-0.1%	-$2.65K	0.98%	23
2019 Q3	$2.65M	Buy	19,116 +17,322	+966%	+$2.41M	1%	21
2019 Q2	$239K	Sell	1,794 -348	-16%	-$43K	0.09%	92
2019 Q1	$261K	Sell	2,142 -1,421	-40%	-$175K	0.11%	87
2018 Q4	$432K	Sell	3,563 -2,438	-41%	-$283K	0.17%	77
2018 Q3	$677K	Sell	6,001 -702	-10%	-$80.5K	0.2%	65
2018 Q2	$795K	Buy	6,703 +467	+7%	+$57.8K	0.27%	47
2018 Q1	$784K	Buy	6,236 +21	+0.3%	+$2.65K	0.29%	57
2017 Q4	$768K	Buy	6,215 +737	+13%	+$89.3K	0.36%	47
2017 Q3	$666K	Sell	5,478 -903	-14%	-$110K	0.32%	55
2017 Q2	$753K	Buy	6,381 +578	+10%	+$69.2K	0.42%	37
2017 Q1	$689K	Sell	5,803 -1,592	-22%	-$185K	0.36%	47
2016 Q4	$856K	Sell	7,395 -7,131	-49%	-$828K	0.47%	42
2016 Q3	$1.82M	Buy	14,526 +7,561	+109%	+$963K	0.82%	26
2016 Q2	$881K	Buy	6,965 +284	+4%	+$34.2K	0.43%	51
2016 Q1	$786K	Sell	6,681 -2,582	-28%	-$293K	0.4%	46
2015 Q4	$940K	Sell	9,263 -5,064	-35%	-$535K	0.48%	44
2015 Q3	$1.53M	Buy	14,327 +6,526	+84%	+$703K	0.94%	25
2015 Q2	$877K	Buy	7,801 +190	+2%	+$21.7K	0.55%	32
2015 Q1	$865K	Buy	7,611 +688	+10%	+$80.5K	0.57%	27
2014 Q4	$786K	Buy	6,923 +388	+6%	+$44.8K	0.58%	26
2014 Q3	$759K	Sell	6,535 -30	-0.5%	-$3.7K	0.57%	23
2014 Q2	$841K	Sell	6,565 -201	-3%	-$25K	0.74%	19
2014 Q1	$837K	Sell	6,766 -890	-12%	-$111K	0.81%	17
2013 Q4	$889K	Buy	+7,656	New	+$940K	0.67%	16

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

Fort Point Capital Partners's GLD Position: Q1 2026 in Review

Fort Point Capital Partners reduced its SPDR Gold Trust (GLD) stake by 9.3% in Q1 2026, selling an estimated $107K and leaving 2,344 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #95.

Fort Point Capital Partners first reported a position in GLD in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.93M in Q3 2021. 3,147 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Fort Point Capital Partners held 2,344 shares of SPDR Gold Trust worth $1.01M as of Q1 2026.
Fort Point Capital Partners sold 240 SPDR Gold Trust shares in Q1 2026, an estimated $107K.
SPDR Gold Trust made up 0.12% of Fort Point Capital Partners's portfolio in Q1 2026, its #95 holding.
Fort Point Capital Partners first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 50 quarters since.
Fort Point Capital Partners's SPDR Gold Trust position peaked at $9.93M in Q3 2021.
3,147 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.