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Summit Investment Advisors, Inc.\KS’s SPDR Gold Trust GLD Stock Holding History

Summit Investment Advisors, Inc.\KS’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 		$283K Hold
744
– – 0.13% 78
2026
Q2 		$274K Hold
744
– – 0.13% 84
2026
Q1 		$320K Sell
744
-80
-10% -$35.8K 0.16% 73
2025
Q4 		$327K Buy
+824
New +$315K 0.18% 69

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Raymond James Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Bank of Korea
Bank of Korea Seoul, South Korea $4.36B AUM 12.24% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's GLD Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 744 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #78.

Summit Investment Advisors, Inc.\KS first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 2,659 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 744 shares of SPDR Gold Trust worth $283K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.13% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #78 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's SPDR Gold Trust position peaked at $327K in Q4 2025.
  • 2,659 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.