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

Fortune Financial 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 		$1.15M Buy
+3,126
New +$1.3M 0.9% 26
2026
Q1 		– Sell
-2,843
Closed -$1.38M – 90
2025
Q4 		$1.38M Buy
+2,843
New +$1.09M 1.35% 21

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 Group's GLD Position: Q2 2026 in Review

Fortune Financial Group opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 3,126 shares worth $1.15M. The stake represents 0.9% of the portfolio and ranks #26 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in GLD as recently as Q4 2025.

Fortune Financial Group first reported a position in GLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38M in Q4 2025. 1,527 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fortune Financial Group held 3,126 shares of SPDR Gold Trust worth $1.15M as of Q2 2026.
  • SPDR Gold Trust was a new Fortune Financial Group position in Q2 2026.
  • SPDR Gold Trust made up 0.9% of Fortune Financial Group's portfolio in Q2 2026, its #26 holding.
  • Fortune Financial Group first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • Fortune Financial Group's SPDR Gold Trust position peaked at $1.38M in Q4 2025.
  • 1,527 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.