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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
2025
Q3 		– Sell
-10,800
Closed -$3.29M – 249
2025
Q2 		$3.29M Buy
+10,800
New +$3.27M 0.24% 65
2023
Q1 		– Sell
-200
Closed -$33.9K – 284
2022
Q4 		$33.9K Buy
+200
New +$32.2K 0.01% 269

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
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.