Merkkuri Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Merkkuri Wealth Advisors’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 Q1	$390K	Sell	906 -2	-0.2%	-$896	0.26%	65
2025 Q4	$360K	Sell	908 -5	-0.5%	-$1.91K	0.24%	64
2025 Q3	$325K	Sell	913 -92	-9%	-$29.3K	0.24%	65
2025 Q2	$306K	Sell	1,005 -40	-4%	-$12.1K	0.23%	70
2025 Q1	$301K	Sell	1,045 -50	-5%	-$13.2K	0.26%	69
2024 Q4	$265K	Sell	1,095 -180	-14%	-$44.2K	0.21%	76
2024 Q3	$310K	Buy	1,275 +5	+0.4%	+$1.15K	0.24%	69
2024 Q2	$273K	Buy	+1,270	New	+$275K	0.25%	68

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merkkuri Wealth Advisors's GLD Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.22% in Q1 2026, selling an estimated $896 and leaving 906 shares worth $390K. The position accounts for 0.26% of the portfolio, ranked #65.

Merkkuri Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Merkkuri Wealth Advisors held 906 shares of SPDR Gold Trust worth $390K as of Q1 2026.
Merkkuri Wealth Advisors sold 2 SPDR Gold Trust shares in Q1 2026, an estimated $896.
SPDR Gold Trust made up 0.26% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Merkkuri Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.