Forte Asset Management
GLD icon

Forte Asset Management’s SPDR Gold Trust GLD Stock Holding History

Forte Asset 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
Q3 		$1.52M Sell
3,998
-15
-0.4% -$5.87K 0.61% 47
2026
Q2 		$1.48M Sell
4,013
-227
-5% -$94K 0.6% 47
2026
Q1 		$1.82M Buy
4,240
+220
+5% +$98.5K 0.8% 41
2025
Q4 		$1.59M Sell
4,020
-544
-12% -$208K 0.72% 39
2025
Q3 		$1.62M Sell
4,564
-195
-4% -$62.1K 0.78% 38
2025
Q2 		$1.45M Sell
4,759
-800
-14% -$242K 0.74% 37
2025
Q1 		$1.6M Sell
5,559
-1,150
-17% -$304K 0.81% 36
2024
Q4 		$1.62M Sell
6,709
-330
-5% -$81.1K 0.86% 37
2024
Q3 		$1.71M Hold
7,039
– – 0.91% 35
2024
Q2 		$1.51M Sell
7,039
-2,061
-23% -$446K 0.89% 33
2024
Q1 		$1.87M Sell
9,100
-19
-0.2% -$3.65K 1.13% 30
2023
Q4 		$1.74M Sell
9,119
-7,910
-46% -$1.45M 1.19% 28
2023
Q3 		$2.92M Hold
17,029
– – 1.96% 20
2023
Q2 		$3.04M Sell
17,029
-1,137
-6% -$209K 1.97% 19
2023
Q1 		$3.33M Sell
18,166
-1,538
-8% -$271K 2.2% 19
2022
Q4 		$3.34M Sell
19,704
-27,896
-59% -$4.49M 2.18% 18
2022
Q3 		$7.36M Buy
47,600
+2,948
+7% +$474K 4.88% 4
2022
Q2 		$7.52M Buy
+44,652
New +$7.8M 5.2% 3

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Forte Asset Management's GLD Position: Q3 2026 in Review

Forte Asset Management reduced its SPDR Gold Trust (GLD) stake by 0.37% in Q3 2026, selling an estimated $5.87K and leaving 3,998 shares worth $1.52M. The position accounts for 0.61% of the portfolio, ranked #47.

Forte Asset Management first reported a position in GLD in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.52M in Q2 2022. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Forte Asset Management held 3,998 shares of SPDR Gold Trust worth $1.52M as of Q3 2026.
  • Forte Asset Management sold 15 SPDR Gold Trust shares in Q3 2026, an estimated $5.87K.
  • SPDR Gold Trust made up 0.61% of Forte Asset Management's portfolio in Q3 2026, its #47 holding.
  • Forte Asset Management first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 18 quarters since.
  • Forte Asset Management's SPDR Gold Trust position peaked at $7.52M in Q2 2022.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.