SPDR Gold Trust shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 22k | 205.72 |
| 2023-12-31 | $3.8M | 20k | 191.17 |
| 2023-09-30 | $3.4M | 20k | 171.45 |
| 2023-06-30 | $3.4M | 19k | 178.27 |
| 2023-03-31 | $1.9M | 10k | 183.22 |
| 2022-12-31 | $1.7M | 10k | 169.64 |
| 2022-09-30 | $1.6M | 11k | 154.67 |
| 2022-06-30 | $1.5M | 8.8k | 168.46 |
| 2022-03-31 | $1.6M | 8.8k | 180.65 |
| 2021-12-31 | $1.4M | 8.4k | 170.96 |
| 2021-09-30 | $1.1M | 6.7k | 164.22 |
| 2021-06-30 | $378k | 2.3k | 165.63 |