Summit Wealth Partners, LLC Spdr Gold Trust Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,297 shares of GLD stock, worth $1.24 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,297
Previous 1,778 85.43%
Holding current value
$1.24 Million
Previous $542 Million 116.24%
% of portfolio
0.21%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$300.96 - $355.47 $457,158 - $539,958
1,519 Added 85.43%
3,297 $1.17 Billion
Q2 2025

Aug 11, 2025
BUY
$273.71 - $316.29 $209,114 - $241,645
764 Added 75.35%
1,778 $542 Million
Q1 2025

May 06, 2025
BUY
$243.19 - $288.14 $246,594 - $292,173
1,014 New
1,014 $292 Million
Q2 2024

Sep 11, 2024
SELL
$207.82 - $224.56 $224,029 - $242,075
-1,078 Closed
0 $0
Q1 2024

Sep 11, 2024
BUY
$184.42 - $205.72 $198,804 - $221,766
1,078 New
1,078 $222 Million

Others Institutions Holding GLD

# of Institutions
3,231
Shares Held
140M
Call Options Held
152M
Put Options Held
77.7M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $130B
More about GLD
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