FGA
GLD icon

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

Fortis Group 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
Q2 		$13.6M Sell
36,802
-2,506
-6% -$1.04M 2.17% 7
2026
Q1 		$16.7M Buy
39,308
+2,943
+8% +$1.32M 2.75% 3
2025
Q4 		$16.2M Sell
36,365
-602
-2% -$230K 2.71% 3
2025
Q3 		$13.6M Buy
36,967
+868
+2% +$277K 2.34% 8
2025
Q2 		$10.9M Sell
36,099
-10,187
-22% -$3.08M 1.99% 9
2025
Q1 		$13.3M Sell
46,286
-78
-0.2% -$20.6K 2.59% 5
2024
Q4 		$11.2M Sell
46,364
-19,599
-30% -$4.82M 2.09% 9
2024
Q3 		$16M Buy
65,963
+13,022
+25% +$2.98M 2.96% 6
2024
Q2 		$11.4M Sell
52,941
-13,687
-21% -$2.96M 2.26% 11
2024
Q1 		$13.7M Sell
66,628
-85,031
-56% -$16.3M 2.52% 8
2023
Q4 		$27.8M Buy
151,659
+698
+0.5% +$128K 6.88% 3
2023
Q3 		$27.7M Sell
150,961
-14,109
-9% -$2.52M 8.47% 2
2023
Q2 		$29.4M Sell
165,070
-8,229
-5% -$1.51M 7.81% 2
2023
Q1 		$32M Buy
+173,299
New +$30.5M 9.66% 2
2020
Q3 		$32.7M Buy
+184,792
New +$33.2M 6.35% 4

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fortis Group Advisors's GLD Position: Q2 2026 in Review

Fortis Group Advisors reduced its SPDR Gold Trust (GLD) stake by 6.4% in Q2 2026, selling an estimated $1.04M and leaving 36,802 shares worth $13.6M. The position accounts for 2.17% of the portfolio, ranked #7.

Fortis Group Advisors first reported a position in GLD in Q3 2020 and has held it in 15 quarters since. The position peaked at $32.7M in Q3 2020. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fortis Group Advisors held 36,802 shares of SPDR Gold Trust worth $13.6M as of Q2 2026.
  • Fortis Group Advisors sold 2,506 SPDR Gold Trust shares in Q2 2026, an estimated $1.04M.
  • SPDR Gold Trust made up 2.17% of Fortis Group Advisors's portfolio in Q2 2026, its #7 holding.
  • Fortis Group Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's SPDR Gold Trust position peaked at $32.7M in Q3 2020.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.