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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
Q2 		$900K Hold
2,442
– – 0.11% 49
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
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 Partners's GLD Position: Q2 2026 in Review

Meridian Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,442 shares worth $900K. The position accounts for 0.11% of the portfolio, ranked #49.

Meridian Wealth Partners first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Meridian Wealth Partners held 2,442 shares of SPDR Gold Trust worth $900K as of Q2 2026.
  • Meridian Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.11% of Meridian Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Meridian Wealth Partners first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's SPDR Gold Trust position peaked at $1.05M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.