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Summit Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Summit Wealth Partners’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 		$4.37M Buy
10,148
+5,765
+132% +$2.58M 0.69% 40
2025
Q4 		$1.74M Buy
4,383
+1,086
+33% +$415K 0.32% 56
2025
Q3 		$1.17M Buy
3,297
+1,519
+85% +$484K 0.21% 78
2025
Q2 		$542K Buy
1,778
+764
+75% +$231K 0.1% 127
2025
Q1 		$292K Buy
+1,014
New +$268K 0.06% 177
2024
Q2 		– Sell
-1,078
Closed -$222K – 227
2024
Q1 		$222K Buy
+1,078
New +$207K 0.05% 209

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth Partners's GLD Position: Q1 2026 in Review

Summit Wealth Partners increased its SPDR Gold Trust (GLD) stake by 132% in Q1 2026, buying an estimated $2.58M and bringing the position to 10,148 shares worth $4.37M. The position accounts for 0.69% of the portfolio, ranked #40.

Summit Wealth Partners first reported a position in GLD in Q1 2024 and has held it in 6 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Summit Wealth Partners held 10,148 shares of SPDR Gold Trust worth $4.37M as of Q1 2026.
  • Summit Wealth Partners bought 5,765 SPDR Gold Trust shares in Q1 2026, an estimated $2.58M.
  • SPDR Gold Trust made up 0.69% of Summit Wealth Partners's portfolio in Q1 2026, its #40 holding.
  • Summit Wealth Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 6 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.