Meridian Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
5,918
+70
| +1% | +$21.3K | 0.29% | 58 |
|
|
2025
Q1 | $1.69M | Buy |
5,848
+318
| +6% | +$91.6K | 0.29% | 55 |
|
|
2024
Q4 | $1.34M | Sell |
5,530
-244
| -4% | -$59.1K | 0.22% | 70 |
|
|
2024
Q3 | $1.4M | Sell |
5,774
-87
| -1% | -$21.1K | 0.23% | 68 |
|
|
2024
Q2 | $1.26M | Buy |
5,861
+231
| +4% | +$49.7K | 0.22% | 69 |
|
|
2024
Q1 | $1.16M | Buy |
5,630
+225
| +4% | +$46.3K | 0.22% | 75 |
|
|
2023
Q4 | $1.03M | Sell |
5,405
-180
| -3% | -$34.4K | 0.23% | 75 |
|
|
2023
Q3 | $958K | Sell |
5,585
-2,426
| -30% | -$416K | 0.24% | 75 |
|
|
2023
Q2 | $1.43M | Sell |
8,011
-263
| -3% | -$46.9K | 0.35% | 59 |
|
|
2023
Q1 | $1.52M | Sell |
8,274
-390
| -5% | -$71.5K | 0.38% | 60 |
|
|
2022
Q4 | $1.47M | Sell |
8,664
-75
| -0.9% | -$12.7K | 0.38% | 63 |
|
|
2022
Q3 | $1.35M | Sell |
8,739
-1,280
| -13% | -$198K | 0.38% | 60 |
|
|
2022
Q2 | $1.69M | Sell |
10,019
-40
| -0.4% | -$6.74K | 0.45% | 52 |
|
|
2022
Q1 | $1.82M | Sell |
10,059
-979
| -9% | -$177K | 0.42% | 57 |
|
|
2021
Q4 | $1.89M | Sell |
11,038
-305
| -3% | -$52.1K | 0.46% | 57 |
|
|
2021
Q3 | $1.86M | Sell |
11,343
-325
| -3% | -$53.4K | 0.52% | 52 |
|
|
2021
Q2 | $1.93M | Buy |
11,668
+2,014
| +21% | +$334K | 0.55% | 47 |
|
|
2021
Q1 | $1.54M | Sell |
9,654
-175
| -2% | -$28K | 0.51% | 51 |
|
|
2020
Q4 | $1.75M | Sell |
9,829
-3,350
| -25% | -$597K | 0.64% | 32 |
|
|
2020
Q3 | $2.33M | Buy |
13,179
+4,590
| +53% | +$813K | 1% | 20 |
|
|
2020
Q2 | $1.44M | Buy |
8,589
+1,535
| +22% | +$257K | 0.66% | 35 |
|
|
2020
Q1 | $1.04M | Buy |
7,054
+4,322
| +158% | +$640K | 0.58% | 36 |
|
|
2019
Q4 | $390K | Buy |
2,732
+183
| +7% | +$26.1K | 0.15% | 106 |
|
|
2019
Q3 | $354K | Buy |
2,549
+974
| +62% | +$135K | 0.15% | 112 |
|
|
2019
Q2 | $210K | Buy |
+1,575
| New | +$210K | 0.15% | 119 |
|
|
2019
Q1 | – | Sell |
-1,575
| Closed | -$191K | – | 237 |
|
|
2018
Q4 | $191K | Buy |
+1,575
| New | +$191K | 0.15% | 119 |
|