SPDR GOLD TR

Ticker: GLD CUSIP: 78463V107 Class: GOLD SHS

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,255 Value ($000) $4,064 Avg Close — Range —
Q3 2025
Shares 10,235 Value ($000) $3,638 Avg Close — Range —
Q2 2025
Shares 10,425 Value ($000) $3,178 Avg Close — Range —
Q1 2025
Shares 10,331 Value ($000) $2,977 Avg Close — Range —
Q4 2024
Shares 10,080 Value ($000) $2,441 Avg Close — Range —
Q3 2024
Shares 10,080 Value ($000) $2,450 Avg Close — Range —
Q2 2024
Shares 10,080 Value ($000) $2,167 Avg Close — Range —
Q1 2024
Shares 9,915 Value ($000) $2,040 Avg Close — Range —
Q4 2023
Shares 9,946 Value ($000) $1,901 Avg Close — Range —
Q3 2023
Shares 9,935 Value ($000) $1,703 Avg Close — Range —
Q2 2023
Shares 9,934 Value ($000) $1,771 Avg Close — Range —
Q1 2023
Shares 9,934 Value ($000) $1,820 Avg Close — Range —
Q4 2022
Shares 9,934 Value ($000) $1,685 Avg Close — Range —
Q3 2022
Shares 9,934 Value ($000) $1,536 Avg Close — Range —
Q2 2022
Shares 9,934 Value ($000) $1,673 Avg Close — Range —
Q1 2022
Shares 9,757 Value ($000) $1,763 Avg Close — Range —
Q4 2021
Shares 10,722 Value ($000) $1,833 Avg Close — Range —
Q3 2021
Shares 10,722 Value ($000) $1,761 Avg Close — Range —
Q2 2021
Shares 10,697 Value ($000) $1,772 Avg Close — Range —
Q4 2014
Shares 13,144 Value ($000) $1,493 Avg Close — Range —