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 Q2	$3.95M	Buy	10,725 +577	+6%	+$239K	0.56%	47
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Wealth Partners's GLD Position: Q2 2026 in Review

Summit Wealth Partners increased its SPDR Gold Trust (GLD) stake by 5.7% in Q2 2026, buying an estimated $239K and bringing the position to 10,725 shares worth $3.95M. The position accounts for 0.56% of the portfolio, ranked #47.

Summit Wealth Partners first reported a position in GLD in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.37M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Summit Wealth Partners held 10,725 shares of SPDR Gold Trust worth $3.95M as of Q2 2026.
Summit Wealth Partners bought 577 SPDR Gold Trust shares in Q2 2026, an estimated $239K.
SPDR Gold Trust made up 0.56% of Summit Wealth Partners's portfolio in Q2 2026, its #47 holding.
Summit Wealth Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 7 quarters since.
Summit Wealth Partners's SPDR Gold Trust position peaked at $4.37M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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