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Meriwether Wealth & Planning’s SPDR Gold Trust GLD Stock Holding History

Meriwether Wealth & Planning’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 		$272K Hold
738
– – 0.13% 95
2026
Q1 		$318K Hold
738
– – 0.17% 87
2025
Q4 		$292K Hold
738
– – 0.17% 87
2025
Q3 		$262K Hold
738
– – 0.15% 96
2025
Q2 		$225K Hold
738
– – 0.14% 113
2025
Q1 		$213K Buy
+738
New +$195K 0.14% 112

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

Meriwether Wealth & Planning's GLD Position: Q2 2026 in Review

Meriwether Wealth & Planning held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 738 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #95.

Meriwether Wealth & Planning first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $318K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Meriwether Wealth & Planning held 738 shares of SPDR Gold Trust worth $272K as of Q2 2026.
  • Meriwether Wealth & Planning left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #95 holding.
  • Meriwether Wealth & Planning first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Meriwether Wealth & Planning's SPDR Gold Trust position peaked at $318K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.