Summit Wealth Group (Colorado)
GLD icon

Summit Wealth Group (Colorado)’s SPDR Gold Trust GLD Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$4.26M Buy
11,195
+10,650
+1,954% +$4.16M 0.27% 54
2026
Q2 		$201K Sell
545
-280
-34% -$116K 0.02% 391
2026
Q1 		$355K Sell
825
-85
-9% -$38.1K 0.04% 230
2025
Q4 		$361K Buy
+910
New +$348K 0.05% 185
2025
Q3 		– Sell
-860
Closed -$262K – 547
2025
Q2 		$262K Buy
+860
New +$260K 0.07% 197

Other funds holding GLD

Citigroup
Citigroup New York $308B AUM 40.94% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GLD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its SPDR Gold Trust (GLD) stake by 1,954% in Q3 2026, buying an estimated $4.16M and bringing the position to 11,195 shares worth $4.26M. The position accounts for 0.27% of the portfolio, ranked #54.

Summit Wealth Group (Colorado) first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. 1,828 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Summit Wealth Group (Colorado) held 11,195 shares of SPDR Gold Trust worth $4.26M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 10,650 SPDR Gold Trust shares in Q3 2026, an estimated $4.16M.
  • SPDR Gold Trust made up 0.27% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #54 holding.
  • Summit Wealth Group (Colorado) first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • 1,828 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.