Meriwether Wealth & Planning
GLD icon

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
Q3 		$281K Hold
738
– – 0.13% 94
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

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Meriwether Wealth & Planning's GLD Position: Q3 2026 in Review

Meriwether Wealth & Planning held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 738 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #94.

Meriwether Wealth & Planning first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $318K in Q1 2026. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Meriwether Wealth & Planning held 738 shares of SPDR Gold Trust worth $281K as of Q3 2026.
  • Meriwether Wealth & Planning left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.13% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #94 holding.
  • Meriwether Wealth & Planning first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's SPDR Gold Trust position peaked at $318K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.