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Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Fortress Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
973
Value
$361.8K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of GLD by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026973$361.8K0.1%−446−31.4%ReducedHolders
Q1 20261,419$606.8K0.2%+718+102.4%AddedHolders
Q4 2025701$311.9K0.1%+19+2.8%AddedHolders
Q3 2025682$247.4K0.1%00.0%UnchangedHolders
Q2 2025682$211.9K0.1%+682NewHolders