Summit Global Investments’s SPDR Gold Trust GLD Stock Holding History

Summit Global Investments’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	$455K	Buy	1,058 +73	+7%	+$32.7K	0.03%	344
2025 Q4	$390K	Buy	985 +4	+0.4%	+$1.53K	0.02%	379
2025 Q3	$349K	Buy	981 +17	+2%	+$5.42K	0.02%	371
2025 Q2	$294K	Buy	+964	New	+$292K	0.02%	395
2024 Q4	–	Sell	-4,764	Closed	-$1.16M	–	573
2024 Q3	$1.16M	Buy	4,764 +1,144	+32%	+$262K	0.07%	222
2024 Q2	$778K	Buy	3,620 +362	+11%	+$78.3K	0.05%	280
2024 Q1	$670K	Buy	3,258 +7	+0.2%	+$1.34K	0.05%	279
2023 Q4	$621K	Sell	3,251 -44	-1%	-$8.06K	0.04%	306
2023 Q3	$565K	Buy	3,295 +104	+3%	+$18.6K	0.04%	318
2023 Q2	$569K	Hold	3,191	–	–	0.04%	316
2023 Q1	$585K	Hold	3,191	–	–	0.05%	325
2022 Q4	$541K	Sell	3,191 -1,250	-28%	-$201K	0.05%	300
2022 Q3	$687K	Sell	4,441 -232	-5%	-$37.3K	0.06%	255
2022 Q2	$787K	Buy	4,673 +230	+5%	+$40.2K	0.07%	252
2022 Q1	$803K	Hold	4,443	–	–	0.06%	264
2021 Q4	$760K	Buy	4,443 +301	+7%	+$50.5K	0.05%	277
2021 Q3	$680K	Buy	+4,142	New	+$693K	0.05%	261

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Global Investments's GLD Position: Q1 2026 in Review

Summit Global Investments increased its SPDR Gold Trust (GLD) stake by 7.4% in Q1 2026, buying an estimated $32.7K and bringing the position to 1,058 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #344.

Summit Global Investments first reported a position in GLD in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2024. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Summit Global Investments held 1,058 shares of SPDR Gold Trust worth $455K as of Q1 2026.
Summit Global Investments bought 73 SPDR Gold Trust shares in Q1 2026, an estimated $32.7K.
SPDR Gold Trust made up 0.03% of Summit Global Investments's portfolio in Q1 2026, its #344 holding.
Summit Global Investments first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 17 quarters since.
Summit Global Investments's SPDR Gold Trust position peaked at $1.16M in Q3 2024.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.