MFG
GLD icon

Merit Financial Group’s SPDR Gold Trust GLD Stock Holding History

Merit Financial Group’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 		$13.8M Sell
37,567
-348
-0.9% -$144K 0.08% 206
2026
Q1 		$16.3M Buy
37,915
+552
+1% +$247K 0.12% 148
2025
Q4 		$14.8M Buy
37,363
+4,778
+15% +$1.82M 0.12% 145
2025
Q3 		$11.6M Buy
32,585
+5,193
+19% +$1.65M 0.11% 154
2025
Q2 		$8.35M Buy
27,392
+3,447
+14% +$1.04M 0.09% 172
2025
Q1 		$6.9M Sell
23,945
-9,443
-28% -$2.5M 0.1% 160
2024
Q4 		$8.08M Sell
33,388
-10
-0% -$2.46K 0.15% 126
2024
Q3 		$8.12M Buy
33,398
+956
+3% +$219K 0.18% 98
2024
Q2 		$6.98M Sell
32,442
-180
-0.6% -$38.9K 0.15% 107
2024
Q1 		$6.95M Buy
32,622
+21,735
+200% +$4.17M 0.17% 105
2023
Q4 		$2.08M Sell
10,887
-28,086
-72% -$5.15M 0.06% 200
2023
Q3 		$6.68M Sell
38,973
-5,717
-13% -$1.02M 0.22% 71
2023
Q2 		$7.97M Buy
44,690
+38,459
+617% +$7.07M 0.26% 63
2023
Q1 		$1.14M Sell
6,231
-643
-9% -$113K 0.04% 272
2022
Q4 		$1.17M Buy
6,874
+1,292
+23% +$208K 0.04% 268
2022
Q3 		$863K Buy
5,582
+1,875
+51% +$302K 0.04% 274
2022
Q2 		$625K Buy
3,707
+934
+34% +$163K 0.02% 316
2022
Q1 		$501K Buy
2,773
+435
+19% +$76.3K 0.03% 236
2021
Q4 		$400K Sell
2,338
-9
-0.4% -$1.51K 0.04% 189
2021
Q3 		$385K Buy
2,347
+484
+26% +$81K 0.04% 182
2021
Q2 		$309K Sell
1,863
-146
-7% -$24.8K 0.03% 205
2021
Q1 		$321K Buy
2,009
+43
+2% +$7.23K 0.03% 185
2020
Q4 		$351K Buy
1,966
+299
+18% +$52.6K 0.03% 154
2020
Q3 		$295K Buy
1,667
+177
+12% +$31.8K 0.03% 176
2020
Q2 		$249K Buy
+1,490
New +$240K 0.02% 184

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Merit Financial Group's GLD Position: Q2 2026 in Review

Merit Financial Group reduced its SPDR Gold Trust (GLD) stake by 0.92% in Q2 2026, selling an estimated $144K and leaving 37,567 shares worth $13.8M. The position accounts for 0.08% of the portfolio, ranked #206.

Merit Financial Group first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.3M in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Merit Financial Group held 37,567 shares of SPDR Gold Trust worth $13.8M as of Q2 2026.
  • Merit Financial Group sold 348 SPDR Gold Trust shares in Q2 2026, an estimated $144K.
  • SPDR Gold Trust made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #206 holding.
  • Merit Financial Group first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Merit Financial Group's SPDR Gold Trust position peaked at $16.3M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.