Summer Road’s SPDR Gold Trust GLD Stock Holding History

Summer Road’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	$123K	Buy	334 +84	+34%	+$34.8K	0.08%	9
2026 Q1	$108K	Buy	250 +25	+11%	+$11.2K	0.08%	9
2025 Q4	$89.2K	Hold	225	–	–	0.06%	10
2025 Q3	$82.6K	Buy	225 +15	+7%	+$4.78K	0.06%	10
2025 Q2	$56.9K	Hold	210	–	–	0.04%	14
2025 Q1	$56.9K	Buy	210 +10	+5%	+$2.64K	0.05%	13
2024 Q4	$48.1K	Buy	200 +65	+48%	+$16K	0.04%	13
2024 Q3	$30.8K	Hold	135	–	–	0.02%	15
2024 Q2	$29K	Buy	+135	New	+$29.2K	0.03%	16

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summer Road's GLD Position: Q2 2026 in Review

Summer Road increased its SPDR Gold Trust (GLD) stake by 34% in Q2 2026, buying an estimated $34.8K and bringing the position to 334 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #9.

Summer Road first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Summer Road held 334 shares of SPDR Gold Trust worth $123K as of Q2 2026.
Summer Road bought 84 SPDR Gold Trust shares in Q2 2026, an estimated $34.8K.
SPDR Gold Trust made up 0.08% of Summer Road's portfolio in Q2 2026, its #9 holding.
Summer Road first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Summer Road's 13F filing for Q2 2026, filed 10 Aug 2026.