SUMMER ROAD LLC GLD — SPDR GOLD TR GOLD

Ownership history in SUMMER ROAD LLC  ·  12 quarters on record

AI Ownership Summary

SUMMER ROAD LLC reported SPDR GOLD TR GOLD (GLD) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows GLD at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMER ROAD LLC's position in SPDR GOLD TR GOLD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLD was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLD stock page SUMMER ROAD LLC fund profile SUMMER ROAD LLC full holdings
How SUMMER ROAD LLC held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 250 +25 +11.1% 0.08% $108K 2026-04-23 $431.04
2025 Q4 UNCHANGED — — — 225 — 0% 0.06% $89K 2026-02-11 $467.63
2025 Q3 ADDED — — — 225 +15 +7.1% 0.06% $83K 2025-11-07 $368.31
2025 Q2 UNCHANGED — — — 210 — 0% 0.04% $57K 2025-08-14 $307.25
2025 Q1 ADDED — — — 210 +10 +5.0% 0.05% $57K 2025-05-13 $299.46
2024 Q4 ADDED — — — 200 +65 +48.1% 0.04% $48K 2025-02-11 $267.39
2024 Q3 UNCHANGED — — — 135 — 0% 0.02% $31K 2024-11-14 $237.01
2024 Q2 REDUCED 40.0% +13.1% ❌ 135 -90 -40.0% 0.03% $29K 2024-08-14 $226.20
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Gruss & Co., LLC 3Y 7Y 42.72% Eurizon Asset Management Hungary Ltd. 40.21% VISTA FINANCE, LLC 3Y 34.24% PPSC Investment Service Corp 3Y 26.54% Briaud Financial Planning Inc 3Y 22.37% Walser Wealth Management Company, A Ltd Liability Co 20.13% SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 18.76% Corecam AG 18.69% Corecam Pte. Ltd. 17.92% Brown University 3Y 16.69%

FAQ About SUMMER ROAD LLC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMMER ROAD LLC reported owning GLD?

SUMMER ROAD LLC reported GLD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported GLD position in SUMMER ROAD LLC's portfolio?

The largest reported portfolio weight for GLD was 0.08% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when SUMMER ROAD LLC reported 250 shares, equal to 0.08% of portfolio, with an estimated market value of $108K.

What does the chart on this GLD ownership page compare?

The chart compares SUMMER ROAD LLC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SUMMER ROAD LLC time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, SUMMER ROAD LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on GLD relative to SPY over the holding period was +11.7%.

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