FAG
GLD icon

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
Q3 		$547K Sell
1,437
-200
-12% -$78.2K 0.21% 106
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fortitude Advisory Group's GLD Position: Q3 2026 in Review

Fortitude Advisory Group reduced its SPDR Gold Trust (GLD) stake by 12% in Q3 2026, selling an estimated $78.2K and leaving 1,437 shares worth $547K. The position accounts for 0.21% of the portfolio, ranked #106.

Fortitude Advisory Group first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $714K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Fortitude Advisory Group held 1,437 shares of SPDR Gold Trust worth $547K as of Q3 2026.
  • Fortitude Advisory Group sold 200 SPDR Gold Trust shares in Q3 2026, an estimated $78.2K.
  • SPDR Gold Trust made up 0.21% of Fortitude Advisory Group's portfolio in Q3 2026, its #106 holding.
  • Fortitude Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's SPDR Gold Trust position peaked at $714K in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.