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Summit Financial’s SPDR Gold Trust GLD Stock Holding History

Summit Financial’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
Q1 		$24.8M Sell
57,649
-2,735
-5% -$1.22M 0.32% 62
2025
Q4 		$23.9M Buy
60,384
+7,644
+14% +$2.92M 0.35% 52
2025
Q3 		$18.7M Sell
52,740
-17,137
-25% -$5.46M 0.29% 63
2025
Q2 		$21.3M Buy
69,877
+24,481
+54% +$7.41M 0.48% 41
2025
Q1 		$13.1M Buy
45,396
+14,858
+49% +$3.93M 0.37% 52
2024
Q4 		$7.39M Buy
30,538
+3,025
+11% +$743K 0.26% 74
2024
Q3 		$6.69M Buy
27,513
+3,157
+13% +$723K 0.26% 68
2024
Q2 		$5.24M Buy
24,356
+1,983
+9% +$429K 0.24% 67
2024
Q1 		$4.6M Buy
22,373
+2,362
+12% +$453K 0.27% 48
2023
Q4 		$3.83M Buy
20,011
+445
+2% +$81.6K 0.25% 57
2023
Q3 		$3.35M Buy
19,566
+439
+2% +$78.5K 0.25% 58
2023
Q2 		$3.41M Buy
19,127
+8,853
+86% +$1.63M 0.25% 56
2023
Q1 		$1.88M Buy
10,274
+253
+3% +$44.5K 0.16% 68
2022
Q4 		$1.7M Sell
10,021
-455
-4% -$73.3K 0.16% 72
2022
Q3 		$1.62M Buy
10,476
+1,708
+19% +$275K 0.15% 71
2022
Q2 		$1.48M Sell
8,768
-64
-0.7% -$11.2K 0.14% 71
2022
Q1 		$1.6M Buy
8,832
+474
+6% +$83.2K 0.12% 76
2021
Q4 		$1.43M Buy
8,358
+1,691
+25% +$284K 0.11% 80
2021
Q3 		$1.09M Buy
6,667
+4,387
+192% +$734K 0.09% 78
2021
Q2 		$378K Buy
+2,280
New +$387K 0.04% 109

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial's GLD Position: Q1 2026 in Review

Summit Financial reduced its SPDR Gold Trust (GLD) stake by 4.5% in Q1 2026, selling an estimated $1.22M and leaving 57,649 shares worth $24.8M. The position accounts for 0.32% of the portfolio, ranked #62.

Summit Financial first reported a position in GLD in Q2 2021 and has held it in 20 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Summit Financial held 57,649 shares of SPDR Gold Trust worth $24.8M as of Q1 2026.
  • Summit Financial sold 2,735 SPDR Gold Trust shares in Q1 2026, an estimated $1.22M.
  • SPDR Gold Trust made up 0.32% of Summit Financial's portfolio in Q1 2026, its #62 holding.
  • Summit Financial first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.