Summit Financial Strategies, Inc. Spdr Gold Trust Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 10,425 shares of GLD stock, worth $3.18 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,425

Previous 10,331 0.91%

Holding current value

$3.18 Million

Previous $2.98 Million 6.75%

% of portfolio

0.32%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$273.71 - $316.29 $25,728 - $29,731	94 Added 0.91%	10,425 $3.18 Million
Q1 2025 May 12, 2025	BUY	$243.19 - $288.14 $61,040 - $72,323	251 Added 2.49%	10,331 $2.98 Million
Q2 2024 Jul 19, 2024	BUY	$207.82 - $224.56 $34,290 - $37,052	165 Added 1.66%	10,080 $2.17 Million
Q1 2024 May 09, 2024	SELL	$184.42 - $205.72 $5,717 - $6,377	-31 Reduced 0.31%	9,915 $2.04 Million
Q4 2023 Feb 13, 2024	BUY	$168.83 - $192.59 $1,857 - $2,118	11 Added 0.11%	9,946 $1.9 Million
Q3 2023 Oct 24, 2023	BUY	$171.45 - $183.67 $171 - $183	1 Added 0.01%	9,935 $1.7 Million
Q2 2022 Jul 25, 2022	BUY	$168.46 - $184.65 $29,817 - $32,683	177 Added 1.81%	9,934 $1.67 Million
Q1 2022 May 04, 2022	SELL	$166.99 - $191.51 $161,145 - $184,807	-965 Reduced 9.0%	9,757 $1.76 Million
Q3 2021 Nov 10, 2021	BUY	$161.32 - $171.17 $4,033 - $4,279	25 Added 0.23%	10,722 $1.76 Million
Q2 2021 Aug 11, 2021	BUY	$161.92 - $178.77 $1.73 Million - $1.91 Million	10,697 New	10,697 $1.77 Million

Others Institutions Holding GLD

# of Institutions

2,987

Shares Held

135M

Call Options Held

107M

Put Options Held

76.1M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $105B

More about GLD

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Summit Financial Strategies, Inc. Spdr Gold Trust Transaction History