SPDR GOLD TR

Ticker: GLD CUSIP: 78463V107 Class: GOLD SHS

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 4,383 Value ($000) $1,737 Avg Close — Range —
Q3 2025
Shares 3,297 Value ($000) $1,172 Avg Close — Range —
Q2 2025
Shares 1,778 Value ($000) $542 Avg Close — Range —
Q1 2025
Shares 1,014 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 1,078 Value ($000) $222 Avg Close — Range —