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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
  • 1,032 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.