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

Meridian Wealth Partners’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	$1.05M	Hold	2,442	–	–	0.14%	42
2025 Q4	$968K	Sell	2,442 -110	-4%	-$42K	0.13%	43
2025 Q3	$907K	Hold	2,552	–	–	0.12%	44
2025 Q2	$778K	Hold	2,552	–	–	0.11%	47
2025 Q1	$735K	Hold	2,552	–	–	0.12%	47
2024 Q4	$618K	Buy	2,552 +501	+24%	+$123K	0.09%	53
2024 Q3	$499K	Buy	2,051 +115	+6%	+$26.3K	0.08%	63
2024 Q2	$416K	Buy	1,936 +92	+5%	+$19.9K	0.07%	65
2024 Q1	$379K	Hold	1,844	–	–	0.07%	71
2023 Q4	$353K	Hold	1,844	–	–	0.07%	67
2023 Q3	$316K	Hold	1,844	–	–	0.07%	69
2023 Q2	$329K	Hold	1,844	–	–	0.07%	62
2023 Q1	$338K	Hold	1,844	–	–	0.07%	58
2022 Q4	$313K	Hold	1,844	–	–	0.07%	62
2022 Q3	$285K	Hold	1,844	–	–	0.07%	60
2022 Q2	$311K	Sell	1,844 -60	-3%	-$10.5K	0.07%	55
2022 Q1	$344K	Buy	1,904 +60	+3%	+$10.5K	0.07%	55
2021 Q4	$315K	Sell	1,844 -42	-2%	-$7.05K	0.06%	60
2021 Q3	$310K	Hold	1,886	–	–	0.07%	53
2021 Q2	$312K	Buy	1,886 +440	+30%	+$74.8K	0.07%	51
2021 Q1	$231K	Hold	1,446	–	–	0.07%	65
2020 Q4	$258K	Hold	1,446	–	–	0.11%	55
2020 Q3	$256K	Hold	1,446	–	–	0.13%	49
2020 Q2	$242K	Hold	1,446	–	–	0.13%	48
2020 Q1	$214K	Buy	1,446 +42	+3%	+$6.25K	0.13%	52
2019 Q4	$201K	Buy	+1,404	New	+$196K	0.13%	60

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Meridian Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,442 shares worth $1.05M. The position accounts for 0.14% of the portfolio, ranked #42.

Meridian Wealth Partners first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Meridian Wealth Partners held 2,442 shares of SPDR Gold Trust worth $1.05M as of Q1 2026.
Meridian Wealth Partners left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.14% of Meridian Wealth Partners's portfolio in Q1 2026, its #42 holding.
Meridian Wealth Partners first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.