Meridian Wealth Management’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
$14.4M Sell
47,215
-1,465
-3% -$447K 0.61% 28
2025
Q1
$14M Buy
48,680
+2,096
+4% +$604K 0.68% 25
2024
Q4
$11.3M Buy
46,584
+1,168
+3% +$283K 0.53% 38
2024
Q3
$11M Buy
45,416
+8,941
+25% +$2.17M 0.54% 39
2024
Q2
$7.84M Buy
+36,475
New +$7.84M 0.94% 21
2024
Q1
Sell
-26,642
Closed -$5.09M 324
2023
Q4
$5.09M Buy
26,642
+1,292
+5% +$247K 0.33% 69
2023
Q3
$4.35M Buy
25,350
+566
+2% +$97K 0.27% 80
2023
Q2
$4.42M Buy
24,784
+4,065
+20% +$725K 0.37% 54
2023
Q1
$3.8M Buy
20,719
+14,494
+233% +$2.66M 0.33% 68
2022
Q4
$1.06M Sell
6,225
-108
-2% -$18.3K 0.1% 189
2022
Q3
$980K Sell
6,333
-337
-5% -$52.1K 0.11% 188
2022
Q2
$1.12M Sell
6,670
-82
-1% -$13.8K 0.09% 233
2022
Q1
$1.22M Sell
6,752
-1,444
-18% -$261K 0.13% 138
2021
Q4
$1.4M Sell
8,196
-223
-3% -$38.1K 0.15% 128
2021
Q3
$1.38M Sell
8,419
-1,913
-19% -$314K 0.17% 118
2021
Q2
$1.71M Sell
10,332
-15,207
-60% -$2.52M 0.22% 90
2021
Q1
$4.09M Sell
25,539
-4,207
-14% -$673K 0.59% 32
2020
Q4
$5.31M Buy
29,746
+3,687
+14% +$658K 0.84% 25
2020
Q3
$4.62M Buy
26,059
+8,193
+46% +$1.45M 1.13% 17
2020
Q2
$2.99M Buy
17,866
+9,255
+107% +$1.55M 1% 17
2020
Q1
$1.27M Sell
8,611
-135
-2% -$20K 0.56% 41
2019
Q4
$1.25M Sell
8,746
-154
-2% -$22K 0.6% 31
2019
Q3
$1.24M Buy
8,900
+5,416
+155% +$752K 0.58% 30
2019
Q2
$4.64K Buy
3,484
+25
+0.7% +$33 0.19% 89
2019
Q1
$422K Sell
3,459
-25
-0.7% -$3.05K 0.19% 97
2018
Q4
$422K Sell
3,484
-41
-1% -$4.97K 0.25% 81
2018
Q3
$397K Sell
3,525
-694
-16% -$78.2K 0.17% 104
2018
Q2
$501K Sell
4,219
-67
-2% -$7.96K 0.24% 89
2018
Q1
$539K Buy
+4,286
New +$539K 0.27% 77