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Meridian Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Meridian Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43M Buy
5,646
+42
+0.7% +$18.8K 0.32% 62
2025
Q4 		$2.22M Hold
5,604
– – 0.31% 58
2025
Q3 		$1.99M Sell
5,604
-314
-5% -$100K 0.28% 59
2025
Q2 		$1.8M Buy
5,918
+70
+1% +$21.2K 0.29% 58
2025
Q1 		$1.69M Buy
5,848
+318
+6% +$84.1K 0.29% 55
2024
Q4 		$1.34M Sell
5,530
-244
-4% -$60K 0.22% 70
2024
Q3 		$1.4M Sell
5,774
-87
-1% -$19.9K 0.23% 68
2024
Q2 		$1.26M Buy
5,861
+231
+4% +$50K 0.22% 69
2024
Q1 		$1.16M Buy
5,630
+225
+4% +$43.2K 0.22% 75
2023
Q4 		$1.03M Sell
5,405
-180
-3% -$33K 0.23% 75
2023
Q3 		$958K Sell
5,585
-2,426
-30% -$434K 0.24% 75
2023
Q2 		$1.43M Sell
8,011
-263
-3% -$48.3K 0.35% 59
2023
Q1 		$1.52M Sell
8,274
-390
-5% -$68.6K 0.38% 60
2022
Q4 		$1.47M Sell
8,664
-75
-0.9% -$12.1K 0.38% 63
2022
Q3 		$1.35M Sell
8,739
-1,280
-13% -$206K 0.38% 60
2022
Q2 		$1.69M Sell
10,019
-40
-0.4% -$6.99K 0.45% 52
2022
Q1 		$1.82M Sell
10,059
-979
-9% -$172K 0.42% 57
2021
Q4 		$1.89M Sell
11,038
-305
-3% -$51.2K 0.46% 57
2021
Q3 		$1.86M Sell
11,343
-325
-3% -$54.4K 0.52% 52
2021
Q2 		$1.93M Buy
11,668
+2,014
+21% +$342K 0.55% 47
2021
Q1 		$1.54M Sell
9,654
-175
-2% -$29.4K 0.51% 51
2020
Q4 		$1.75M Sell
9,829
-3,350
-25% -$590K 0.64% 32
2020
Q3 		$2.33M Buy
13,179
+4,590
+53% +$825K 1% 20
2020
Q2 		$1.44M Buy
8,589
+1,535
+22% +$248K 0.66% 35
2020
Q1 		$1.04M Buy
7,054
+4,322
+158% +$644K 0.58% 36
2019
Q4 		$390K Buy
2,732
+183
+7% +$25.6K 0.15% 106
2019
Q3 		$354K Buy
2,549
+974
+62% +$135K 0.15% 112
2019
Q2 		$210K Buy
+1,575
New +$195K 0.15% 119
2019
Q1 		– Sell
-1,575
Closed -$191K – 237
2018
Q4 		$191K Buy
+1,575
New +$183K 0.15% 119

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Wealth Advisors's GLD Position: Q1 2026 in Review

Meridian Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 0.75% in Q1 2026, buying an estimated $18.8K and bringing the position to 5,646 shares worth $2.43M. The position accounts for 0.32% of the portfolio, ranked #62.

Meridian Wealth Advisors first reported a position in GLD in Q4 2018 and has held it in 29 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Meridian Wealth Advisors held 5,646 shares of SPDR Gold Trust worth $2.43M as of Q1 2026.
  • Meridian Wealth Advisors bought 42 SPDR Gold Trust shares in Q1 2026, an estimated $18.8K.
  • SPDR Gold Trust made up 0.32% of Meridian Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Meridian Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 29 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.