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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 		$921K Buy
+2,500
New +$1.04M 0.01% 1118

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.