SSG
GLD icon

Summit Securities Group’s SPDR Gold Trust GLD Stock Holding History

Summit Securities Group’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 		– Sell
-8,500
Closed -$3.37M – 1181
2025
Q4 		$3.37M Buy
8,500
+6,600
+347% +$2.52M 0.44% 48
2025
Q3 		$675K Sell
1,900
-4,600
-71% -$1.47M 0.14% 138
2025
Q2 		$1.98M Buy
6,500
+3,500
+117% +$1.06M 0.38% 54
2025
Q1 		$864K Sell
3,000
-500
-14% -$132K 0.14% 79
2024
Q4 		$847K Buy
3,500
+2,000
+133% +$491K 0.17% 86
2024
Q3 		$365K Sell
1,500
-5,500
-79% -$1.26M 0.1% 118
2024
Q2 		$1.5M Sell
7,000
-3,000
-30% -$649K 0.28% 49
2024
Q1 		$2.06M Sell
10,000
-700
-7% -$134K 0.34% 40
2023
Q4 		$2.05M Buy
10,700
+8,700
+435% +$1.59M 0.18% 87
2023
Q3 		$343K Sell
2,000
-50,000
-96% -$8.94M 0.04% 147
2023
Q2 		$9.27M Buy
52,000
+47,500
+1,056% +$8.73M 1.21% 14
2023
Q1 		$824K Sell
4,500
-5,500
-55% -$968K 0.07% 106
2022
Q4 		$1.7M Buy
10,000
+2,000
+25% +$322K 0.06% 132
2022
Q3 		$1.24M Buy
8,000
+6,000
+300% +$965K 0.09% 143
2022
Q2 		$337K Buy
+2,000
New +$349K 0.04% 234
2017
Q4 		– Sell
-575
Closed -$6.99M – 209
2017
Q3 		$6.99M Buy
+575
New +$69.9K 1.19% 9

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 Securities Group's GLD Position: Q1 2026 in Review

Summit Securities Group opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 61 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Summit Securities Group held 61 shares of SPDR Gold Trust worth $26.2K as of Q1 2026.
  • SPDR Gold Trust was a new Summit Securities Group position in Q1 2026.
  • SPDR Gold Trust made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #479 holding.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.