Summit Financial’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
69,877
+24,481
| +54% | +$7.46M | 0.48% | 41 |
|
|
2025
Q1 | $13.1M | Buy |
45,396
+14,858
| +49% | +$4.28M | 0.37% | 52 |
|
|
2024
Q4 | $7.39M | Buy |
30,538
+3,025
| +11% | +$732K | 0.26% | 74 |
|
|
2024
Q3 | $6.69M | Buy |
27,513
+3,157
| +13% | +$767K | 0.26% | 68 |
|
|
2024
Q2 | $5.24M | Buy |
24,356
+1,983
| +9% | +$426K | 0.24% | 67 |
|
|
2024
Q1 | $4.6M | Buy |
22,373
+2,362
| +12% | +$486K | 0.27% | 48 |
|
|
2023
Q4 | $3.83M | Buy |
20,011
+445
| +2% | +$85.1K | 0.25% | 57 |
|
|
2023
Q3 | $3.35M | Buy |
19,566
+439
| +2% | +$75.3K | 0.25% | 58 |
|
|
2023
Q2 | $3.41M | Buy |
19,127
+8,853
| +86% | +$1.58M | 0.25% | 56 |
|
|
2023
Q1 | $1.88M | Buy |
10,274
+253
| +3% | +$46.4K | 0.16% | 68 |
|
|
2022
Q4 | $1.7M | Sell |
10,021
-455
| -4% | -$77.2K | 0.16% | 72 |
|
|
2022
Q3 | $1.62M | Buy |
10,476
+1,708
| +19% | +$264K | 0.15% | 71 |
|
|
2022
Q2 | $1.48M | Sell |
8,768
-64
| -0.7% | -$10.8K | 0.14% | 71 |
|
|
2022
Q1 | $1.6M | Buy |
8,832
+474
| +6% | +$85.6K | 0.12% | 76 |
|
|
2021
Q4 | $1.43M | Buy |
8,358
+1,691
| +25% | +$289K | 0.11% | 80 |
|
|
2021
Q3 | $1.09M | Buy |
6,667
+4,387
| +192% | +$720K | 0.09% | 78 |
|
|
2021
Q2 | $378K | Buy |
+2,280
| New | +$378K | 0.04% | 109 |
|