SIAS
GLD icon

Summit Investment Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Summit Investment Advisory Services’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 		$315K Buy
856
+35
+4% +$14.5K 0.08% 69
2026
Q1 		$353K Buy
821
+35
+4% +$15.7K 0.13% 52
2025
Q4 		$312K Buy
786
+40
+5% +$15.3K 0.12% 56
2025
Q3 		$265K Buy
+746
New +$238K 0.11% 65

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Investment Advisory Services's GLD Position: Q2 2026 in Review

Summit Investment Advisory Services increased its SPDR Gold Trust (GLD) stake by 4.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 856 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #69.

Summit Investment Advisory Services first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $353K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Summit Investment Advisory Services held 856 shares of SPDR Gold Trust worth $315K as of Q2 2026.
  • Summit Investment Advisory Services bought 35 SPDR Gold Trust shares in Q2 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.08% of Summit Investment Advisory Services's portfolio in Q2 2026, its #69 holding.
  • Summit Investment Advisory Services first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Summit Investment Advisory Services's SPDR Gold Trust position peaked at $353K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.