Meridian Wealth Partners’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
$778K Hold
2,552
0.11% 47
2025
Q1
$735K Hold
2,552
0.12% 47
2024
Q4
$618K Buy
2,552
+501
+24% +$121K 0.09% 53
2024
Q3
$499K Buy
2,051
+115
+6% +$28K 0.08% 63
2024
Q2
$416K Buy
1,936
+92
+5% +$19.8K 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% -$10.1K 0.07% 55
2022
Q1
$344K Buy
1,904
+60
+3% +$10.8K 0.07% 55
2021
Q4
$315K Sell
1,844
-42
-2% -$7.18K 0.06% 60
2021
Q3
$310K Hold
1,886
0.07% 53
2021
Q2
$312K Buy
1,886
+440
+30% +$72.8K 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% +$6.22K 0.13% 52
2019
Q4
$201K Buy
+1,404
New +$201K 0.13% 60