SPDR Gold Trust shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $848k | 3.9k | 215.01 |
| 2024-03-31 | $675k | 3.3k | 205.72 |
| 2023-12-31 | $610k | 3.2k | 191.17 |
| 2023-09-30 | $581k | 3.2k | 182.59 |
| 2023-06-30 | $566k | 3.2k | 178.27 |
| 2023-03-31 | $670k | 3.7k | 183.22 |
| 2022-12-31 | $620k | 3.7k | 169.64 |
| 2022-09-30 | $566k | 3.7k | 154.86 |
| 2022-06-30 | $606k | 3.8k | 160.11 |
| 2022-03-31 | $664k | 3.7k | 180.68 |
| 2021-12-31 | $656k | 3.9k | 169.68 |
| 2021-09-30 | $769k | 4.7k | 164.32 |
| 2021-06-30 | $746k | 4.5k | 165.59 |
| 2021-03-31 | $629k | 3.5k | 178.34 |
| 2020-12-31 | $469k | 2.6k | 177.18 |
| 2020-09-30 | $627k | 3.5k | 177.77 |
| 2020-06-30 | $344k | 2.0k | 170.13 |
| 2020-03-31 | $533k | 3.4k | 156.81 |
| 2019-12-31 | $679k | 4.6k | 148.94 |
| 2019-09-30 | $638k | 4.6k | 139.94 |
| 2019-06-30 | $366k | 2.7k | 133.14 |
| 2019-03-31 | $245k | 2.0k | 121.65 |
| 2018-12-31 | $244k | 2.0k | 121.15 |
| 2018-09-30 | $237k | 2.1k | 115.61 |
| 2018-06-30 | $283k | 2.2k | 126.00 |
| 2018-03-31 | $283k | 2.2k | 126.00 |
| 2017-12-31 | $268k | 2.2k | 123.45 |
| 2017-09-30 | $273k | 2.2k | 121.55 |
| 2017-06-30 | $318k | 2.7k | 118.13 |
| 2017-03-31 | $320k | 2.7k | 118.87 |
| 2016-12-31 | $295k | 2.7k | 109.58 |
| 2016-09-30 | $355k | 2.8k | 125.57 |
| 2016-06-30 | $356k | 2.8k | 126.38 |
| 2015-09-30 | $121k | 1.1k | 106.51 |
| 2015-06-30 | $106k | 950 | 111.58 |
| 2015-03-31 | $111k | 950 | 116.84 |
| 2014-12-31 | $108k | 950 | 113.68 |
More positions owned by Summit Financial Wealth Advisors
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