Summit Securities Group
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Summit Securities Group's GLD Position: Q3 2026 in Review

Summit Securities Group opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 500 shares worth $190K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in GLD as recently as Q1 2026.

Summit Securities Group first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Summit Securities Group held 500 shares of SPDR Gold Trust worth $190K as of Q3 2026.
  • SPDR Gold Trust was a new Summit Securities Group position in Q3 2026.
  • SPDR Gold Trust made up 0.02% of Summit Securities Group's portfolio in Q3 2026, its #342 holding.
  • Summit Securities Group first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.