FAG
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Fortitude Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Fortitude Advisory Group’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 		$603K Sell
1,637
-22
-1% -$9.11K 0.23% 96
2026
Q1 		$714K Sell
1,659
-30
-2% -$13.4K 0.32% 67
2025
Q4 		$669K Buy
1,689
+1
+0.1% +$382 0.28% 58
2025
Q3 		$600K Buy
1,688
+100
+6% +$31.9K 0.32% 63
2025
Q2 		$484K Buy
1,588
+75
+5% +$22.7K 0.28% 71
2025
Q1 		$465K Buy
1,513
+174
+13% +$46K 0.33% 61
2024
Q4 		$324K Sell
1,339
-82
-6% -$20.2K 0.2% 116
2024
Q3 		$345K Sell
1,421
-53
-4% -$12.1K 0.22% 112
2024
Q2 		$317K Hold
1,474
– – 0.19% 114
2024
Q1 		$303K Sell
1,474
-162
-10% -$31.1K 0.17% 131
2023
Q4 		$313K Sell
1,636
-4
-0.2% -$733 0.19% 121
2023
Q3 		$281K Buy
1,640
+183
+13% +$32.7K 0.19% 124
2023
Q2 		$260K Sell
1,457
-1,434
-50% -$263K 0.19% 130
2023
Q1 		$530K Buy
+2,891
New +$509K 0.41% 59
2022
Q4 		– Sell
-1,531
Closed -$237K – 224
2022
Q3 		$237K Sell
1,531
-114
-7% -$18.3K 0.23% 136
2022
Q2 		$277K Sell
1,645
-284
-15% -$49.6K 0.25% 116
2022
Q1 		$349K Buy
1,929
+314
+19% +$55.1K 0.19% 98
2021
Q4 		$276K Buy
+1,615
New +$271K 0.14% 143

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Fortitude Advisory Group's GLD Position: Q2 2026 in Review

Fortitude Advisory Group reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, selling an estimated $9.11K and leaving 1,637 shares worth $603K. The position accounts for 0.23% of the portfolio, ranked #96.

Fortitude Advisory Group first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $714K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fortitude Advisory Group held 1,637 shares of SPDR Gold Trust worth $603K as of Q2 2026.
  • Fortitude Advisory Group sold 22 SPDR Gold Trust shares in Q2 2026, an estimated $9.11K.
  • SPDR Gold Trust made up 0.23% of Fortitude Advisory Group's portfolio in Q2 2026, its #96 holding.
  • Fortitude Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Fortitude Advisory Group's SPDR Gold Trust position peaked at $714K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.