Summit Financial Strategies, Inc.'s ownership history for GLD

Summit Financial Strategies, Inc. currently holds 10.2K shares with a market value of $3.6M. It started holding GLD on 2024-09-30. At its peak, it held 10.4K shares on 2025-06-30. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 10.1K shares on 2024-09-30, with a value of $2.4M on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 96. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 155.