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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
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 – 341
2025
Q2 		$262K Buy
+860
New +$260K 0.07% 197

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GLD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its SPDR Gold Trust (GLD) stake by 34% in Q2 2026, selling an estimated $116K and leaving 545 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #391.

Summit Wealth Group (Colorado) first reported a position in GLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $361K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 545 shares of SPDR Gold Trust worth $201K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 280 SPDR Gold Trust shares in Q2 2026, an estimated $116K.
  • SPDR Gold Trust made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #391 holding.
  • Summit Wealth Group (Colorado) first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s SPDR Gold Trust position peaked at $361K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.