SFS
GLD icon

Summit Financial Strategies’s SPDR Gold Trust GLD Stock Holding History

Summit Financial Strategies’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 		$3.78M Hold
10,249
– – 0.27% 35
2026
Q1 		$4.41M Sell
10,249
-6
-0.1% -$2.69K 0.35% 30
2025
Q4 		$4.06M Buy
10,255
+20
+0.2% +$7.64K 0.33% 33
2025
Q3 		$3.64M Sell
10,235
-190
-2% -$60.5K 0.31% 32
2025
Q2 		$3.18M Buy
10,425
+94
+0.9% +$28.5K 0.29% 33
2025
Q1 		$2.98M Buy
10,331
+251
+2% +$66.4K 0.3% 31
2024
Q4 		$2.44M Hold
10,080
– – 0.27% 37
2024
Q3 		$2.45M Hold
10,080
– – 0.28% 34
2024
Q2 		$2.17M Buy
10,080
+165
+2% +$35.7K 0.27% 34
2024
Q1 		$2.04M Sell
9,915
-31
-0.3% -$5.95K 0.28% 32
2023
Q4 		$1.9M Buy
9,946
+11
+0.1% +$2.02K 0.29% 32
2023
Q3 		$1.7M Buy
9,935
+1
+0% +$179 0.32% 28
2023
Q2 		$1.77M Hold
9,934
– – 0.33% 28
2023
Q1 		$1.82M Hold
9,934
– – 0.36% 28
2022
Q4 		$1.69M Hold
9,934
– – 0.36% 27
2022
Q3 		$1.54M Hold
9,934
– – 0.36% 26
2022
Q2 		$1.67M Buy
9,934
+177
+2% +$30.9K 0.39% 24
2022
Q1 		$1.76M Sell
9,757
-965
-9% -$169K 0.35% 22
2021
Q4 		$1.83M Hold
10,722
– – 0.35% 22
2021
Q3 		$1.76M Buy
10,722
+25
+0.2% +$4.18K 0.34% 24
2021
Q2 		$1.77M Buy
+10,697
New +$1.82M 0.35% 23
2015
Q1 		– Sell
-13,144
Closed -$1.49M – 43
2014
Q4 		$1.49M Buy
+13,144
New +$1.52M 1.21% 13

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

Summit Financial Strategies's GLD Position: Q2 2026 in Review

Summit Financial Strategies held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 10,249 shares worth $3.78M. The position accounts for 0.27% of the portfolio, ranked #35.

Summit Financial Strategies first reported a position in GLD in Q4 2014 and has held it in 22 quarters since. The position peaked at $4.41M in Q1 2026. 1,539 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Summit Financial Strategies held 10,249 shares of SPDR Gold Trust worth $3.78M as of Q2 2026.
  • Summit Financial Strategies left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.27% of Summit Financial Strategies's portfolio in Q2 2026, its #35 holding.
  • Summit Financial Strategies first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 22 quarters since.
  • Summit Financial Strategies's SPDR Gold Trust position peaked at $4.41M in Q1 2026.
  • 1,539 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.