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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 $1.55T 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 Securities Group's GLD Position: Q2 2026 in Review

Summit Securities Group sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 61 shares — an estimated $26.2K sold.

Summit Securities Group first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $26.2K in Q1 2026. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Summit Securities Group reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 61 SPDR Gold Trust shares in Q2 2026, an estimated $26.2K.
  • Summit Securities Group first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's SPDR Gold Trust position peaked at $26.2K in Q1 2026.
  • 3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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