Forte Capital’s SPDR Gold Trust GLD Stock Holding History

Forte Capital’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 Q2	$276K	Sell	907 -52	-5%	-$15.7K	0.03%	220
2025 Q1	$276K	Buy	+959	New	+$254K	0.03%	213

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forte Capital's GLD Position: Q2 2025 in Review

Forte Capital reduced its SPDR Gold Trust (GLD) stake by 5.4% in Q2 2025, selling an estimated $15.7K and leaving 907 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #220.

Forte Capital first reported a position in GLD in Q1 2025 and has held it in 2 quarters since. 2,655 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Forte Capital held 907 shares of SPDR Gold Trust worth $276K as of Q2 2025.
Forte Capital sold 52 SPDR Gold Trust shares in Q2 2025, an estimated $15.7K.
SPDR Gold Trust made up 0.03% of Forte Capital's portfolio in Q2 2025, its #220 holding.
Forte Capital first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 2 quarters since.
2,655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.