Summit Wealth Partners, LLC's ownership history for GLD

Summit Wealth Partners, LLC currently holds 3.3K shares with a market value of $1.2M. It started holding GLD on 2025-03-31. At its peak, it held 3.3K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $292.2K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 2.3K.