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Fortune Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Fortune Financial 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 		$312K Hold
847
– – 0.13% 132
2026
Q1 		$364K Buy
847
+182
+27% +$81.5K 0.19% 106
2025
Q4 		$264K Buy
+665
New +$254K 0.18% 86

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Fortune Financial Advisors's GLD Position: Q2 2026 in Review

Fortune Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 847 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #132.

Fortune Financial Advisors first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $364K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fortune Financial Advisors held 847 shares of SPDR Gold Trust worth $312K as of Q2 2026.
  • Fortune Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.13% of Fortune Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Fortune Financial Advisors first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Fortune Financial Advisors's SPDR Gold Trust position peaked at $364K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.