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 |
|