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SPDR Gold Trust shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Summit Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.3k 355.47
2025-06-30 $542k 1.8k 304.83
2025-03-31 $292k 1.0k 288.14
2024-03-31 $222k 1.1k 205.72

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

Top funds holding SPDR Gold Trust

Jane Street
Citadel Advisors
Susquehanna International
CTC
Castle Hook Partners
Jain Global
UBS Group
Morgan Stanley
BlackRock
Leucadia National Corporation
Wolverine Trading
Goldman Sachs Group
Parallax Volatility Advisers
Wells Fargo & Company
Twin Tree Management

View all funds holding SPDR Gold Trust