SGI
GLD icon

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
Q2 		$389K Sell
1,057
-1
-0.1% -$414 0.02% 391
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Global Investments's GLD Position: Q2 2026 in Review

Summit Global Investments reduced its SPDR Gold Trust (GLD) stake by 0.09% in Q2 2026, selling an estimated $414 and leaving 1,057 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #391.

Summit Global Investments first reported a position in GLD in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2024. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Summit Global Investments held 1,057 shares of SPDR Gold Trust worth $389K as of Q2 2026.
  • Summit Global Investments sold 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
  • SPDR Gold Trust made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #391 holding.
  • Summit Global Investments first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 18 quarters since.
  • Summit Global Investments's SPDR Gold Trust position peaked at $1.16M in Q3 2024.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.