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Fortis Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Fortis Capital Advisors’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 		$5.15M Buy
11,973
+553
+5% +$248K 0.67% 30
2025
Q4 		$4.53M Sell
11,420
-51
-0.4% -$19.5K 0.67% 26
2025
Q3 		$4.08M Sell
11,471
-2,290
-17% -$730K 0.65% 26
2025
Q2 		$4.19M Buy
13,761
+8,700
+172% +$2.63M 0.75% 25
2025
Q1 		$1.46M Buy
5,061
+303
+6% +$80.1K 0.3% 52
2024
Q4 		$1.1M Hold
4,758
– – 0.38% 55
2024
Q3 		$1.16M Buy
4,758
+400
+9% +$91.6K 0.39% 53
2024
Q2 		$937K Buy
4,358
+924
+27% +$200K 0.34% 57
2024
Q1 		$706K Buy
3,434
+776
+29% +$149K 0.3% 60
2023
Q4 		$508K Sell
2,658
-219
-8% -$40.1K 0.27% 57
2023
Q3 		$493K Sell
2,877
-47
-2% -$8.4K 0.32% 53
2023
Q2 		$521K Sell
2,924
-5,028
-63% -$924K 0.31% 50
2023
Q1 		$1.46M Buy
7,952
+4,875
+158% +$858K 0.78% 24
2022
Q4 		$522K Buy
+3,077
New +$496K 0.31% 48

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

Fortis Capital Advisors's GLD Position: Q1 2026 in Review

Fortis Capital Advisors increased its SPDR Gold Trust (GLD) stake by 4.8% in Q1 2026, buying an estimated $248K and bringing the position to 11,973 shares worth $5.15M. The position accounts for 0.67% of the portfolio, ranked #30.

Fortis Capital Advisors first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Fortis Capital Advisors held 11,973 shares of SPDR Gold Trust worth $5.15M as of Q1 2026.
  • Fortis Capital Advisors bought 553 SPDR Gold Trust shares in Q1 2026, an estimated $248K.
  • SPDR Gold Trust made up 0.67% of Fortis Capital Advisors's portfolio in Q1 2026, its #30 holding.
  • Fortis Capital Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.