MWA
GLD icon

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
Q2 		$1.99M Sell
5,391
-255
-5% -$106K 0.23% 73
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Meridian Wealth Advisors's GLD Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 4.5% in Q2 2026, selling an estimated $106K and leaving 5,391 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #73.

Meridian Wealth Advisors first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.43M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Meridian Wealth Advisors held 5,391 shares of SPDR Gold Trust worth $1.99M as of Q2 2026.
  • Meridian Wealth Advisors sold 255 SPDR Gold Trust shares in Q2 2026, an estimated $106K.
  • SPDR Gold Trust made up 0.23% of Meridian Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Meridian Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's SPDR Gold Trust position peaked at $2.43M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.