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SPDR Gold Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Gold Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 910 396.31
2025-06-30 $262k 860 304.83

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View all positions for Summit Wealth Group Llc / Co

Top funds holding SPDR Gold Trust

LMR Partners
Jane Street
Susquehanna International
Citadel Advisors
Castle Hook Partners
UBS Group
BlackRock
Wolverine Trading
LPL Financial
Wells Fargo & Company
Jain Global
Leucadia National Corporation
Goldman Sachs Group
CI Private Wealth
Stone Ridge Holdings Group

View all funds holding SPDR Gold Trust