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
2017 Q4	–	Sell	-731	Closed	-$8.89M	–	210
2017 Q3	$8.89M	Buy	+731	New	+$88.9K	1.51%	7

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.