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Summit Financial Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Summit Financial Wealth Advisors’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 		$1.81M Buy
4,919
+382
+8% +$158K 0.23% 60
2026
Q1 		$1.95M Sell
4,537
-183
-4% -$82K 0.28% 56
2025
Q4 		$1.87M Sell
4,720
-236
-5% -$90.1K 0.27% 56
2025
Q3 		$1.76M Buy
4,956
+37
+0.8% +$11.8K 0.27% 51
2025
Q2 		$1.5M Buy
4,919
+657
+15% +$199K 0.27% 53
2025
Q1 		$1.23M Buy
4,262
+148
+4% +$39.1K 0.24% 49
2024
Q4 		$1.07M Sell
4,114
-45
-1% -$11.1K 0.21% 58
2024
Q3 		$1.01M Buy
4,159
+213
+5% +$48.8K 0.19% 59
2024
Q2 		$848K Buy
3,946
+667
+20% +$144K 0.17% 61
2024
Q1 		$675K Buy
3,279
+90
+3% +$17.3K 0.14% 70
2023
Q4 		$610K Buy
3,189
+5
+0.2% +$916 0.14% 70
2023
Q3 		$581K Buy
3,184
+10
+0.3% +$1.79K 0.14% 68
2023
Q2 		$566K Sell
3,174
-481
-13% -$88.4K 0.13% 71
2023
Q1 		$670K Hold
3,655
– – 0.16% 66
2022
Q4 		$620K Hold
3,655
– – 0.15% 74
2022
Q3 		$566K Sell
3,655
-130
-3% -$20.9K 0.16% 65
2022
Q2 		$606K Buy
3,785
+110
+3% +$19.2K 0.14% 69
2022
Q1 		$664K Sell
3,675
-191
-5% -$33.5K 0.13% 67
2021
Q4 		$656K Sell
3,866
-814
-17% -$137K 0.13% 77
2021
Q3 		$769K Buy
4,680
+175
+4% +$29.3K 0.17% 60
2021
Q2 		$746K Buy
4,505
+978
+28% +$166K 0.17% 59
2021
Q1 		$629K Buy
3,527
+880
+33% +$148K 0.16% 60
2020
Q4 		$469K Sell
2,647
-880
-25% -$155K 0.13% 69
2020
Q3 		$627K Buy
3,527
+1,505
+74% +$270K 0.17% 60
2020
Q2 		$344K Sell
2,022
-1,377
-41% -$222K 0.09% 91
2020
Q1 		$533K Sell
3,399
-1,160
-25% -$173K 0.17% 67
2019
Q4 		$679K Hold
4,559
– – 0.17% 73
2019
Q3 		$638K Buy
4,559
+1,810
+66% +$252K 0.16% 82
2019
Q2 		$366K Buy
2,749
+735
+36% +$90.8K 0.09% 112
2019
Q1 		$245K Hold
2,014
– – 0.06% 119
2018
Q4 		$244K Sell
2,014
-36
-2% -$4.18K 0.08% 109
2018
Q3 		$237K Sell
2,050
-196
-9% -$22.5K 0.07% 125
2018
Q2 		$283K Hold
2,246
– – 0.09% 109
2018
Q1 		$283K Buy
2,246
+75
+3% +$9.46K 0.09% 113
2017
Q4 		$268K Sell
2,171
-75
-3% -$9.09K 0.09% 109
2017
Q3 		$273K Sell
2,246
-446
-17% -$54.2K 0.1% 113
2017
Q2 		$318K Hold
2,692
– – 0.13% 111
2017
Q1 		$320K Hold
2,692
– – 0.14% 113
2016
Q4 		$295K Sell
2,692
-135
-5% -$15.7K 0.13% 113
2016
Q3 		$355K Buy
2,827
+10
+0.4% +$1.27K 0.15% 106
2016
Q2 		$356K Buy
+2,817
New +$339K 0.15% 103
2015
Q4 		– Sell
-1,136
Closed -$121K – 154
2015
Q3 		$121K Buy
1,136
+186
+20% +$20K 0.08% 93
2015
Q2 		$106K Hold
950
– – 0.07% 102
2015
Q1 		$111K Hold
950
– – 0.08% 86
2014
Q4 		$108K Buy
+950
New +$110K 0.08% 87

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Summit Financial Wealth Advisors's GLD Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 8.4% in Q2 2026, buying an estimated $158K and bringing the position to 4,919 shares worth $1.81M. The position accounts for 0.23% of the portfolio, ranked #60.

Summit Financial Wealth Advisors first reported a position in GLD in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.95M in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Summit Financial Wealth Advisors held 4,919 shares of SPDR Gold Trust worth $1.81M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 382 SPDR Gold Trust shares in Q2 2026, an estimated $158K.
  • SPDR Gold Trust made up 0.23% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Summit Financial Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 45 quarters since.
  • Summit Financial Wealth Advisors's SPDR Gold Trust position peaked at $1.95M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.