Fortress Financial Solutions’s SPDR Gold Trust GLD Stock Holding History

Fortress Financial Solutions’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	$1.33M	Sell	3,099 -393	-11%	-$176K	1.39%	18
2025 Q4	$1.38M	Sell	3,492 -107	-3%	-$40.9K	1.42%	19
2025 Q3	$1.28M	Buy	3,599 +89	+3%	+$28.4K	1.39%	17
2025 Q2	$1.07M	Sell	3,510 -218	-6%	-$66K	1.34%	18
2025 Q1	$1.07M	Buy	3,728 +280	+8%	+$74K	1.55%	13
2024 Q4	$835K	Buy	+3,448	New	+$847K	1.19%	20

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortress Financial Solutions's GLD Position: Q1 2026 in Review

Fortress Financial Solutions reduced its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, selling an estimated $176K and leaving 3,099 shares worth $1.33M. The position accounts for 1.39% of the portfolio, ranked #18.

Fortress Financial Solutions first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Fortress Financial Solutions held 3,099 shares of SPDR Gold Trust worth $1.33M as of Q1 2026.
Fortress Financial Solutions sold 393 SPDR Gold Trust shares in Q1 2026, an estimated $176K.
SPDR Gold Trust made up 1.39% of Fortress Financial Solutions's portfolio in Q1 2026, its #18 holding.
Fortress Financial Solutions first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Solutions's SPDR Gold Trust position peaked at $1.38M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.