Merriman Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Merriman Wealth Management’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
2023 Q4	–	Sell	-1,181	Closed	-$202K	–	200
2023 Q3	$202K	Hold	1,181	–	–	0.01%	179
2023 Q2	$211K	Hold	1,181	–	–	0.01%	198
2023 Q1	$216K	Hold	1,181	–	–	0.01%	186
2022 Q4	$200K	Sell	1,181 -375	-24%	-$60.4K	0.01%	199
2022 Q3	$241K	Sell	1,556 -65	-4%	-$10.5K	0.02%	147
2022 Q2	$273K	Hold	1,621	–	–	0.02%	134
2022 Q1	$293K	Buy	1,621 +120	+8%	+$21.1K	0.02%	168
2021 Q4	$257K	Buy	1,501 +70	+5%	+$11.8K	0.02%	188
2021 Q3	$235K	Sell	1,431 -125	-8%	-$20.9K	0.02%	186
2021 Q2	$258K	Hold	1,556	–	–	0.02%	194
2021 Q1	$249K	Sell	1,556 -135	-8%	-$22.7K	0.03%	166
2020 Q4	$302K	Sell	1,691 -120	-7%	-$21.1K	0.03%	167
2020 Q3	$321K	Sell	1,811 -360	-17%	-$64.7K	0.05%	132
2020 Q2	$363K	Buy	+2,171	New	+$350K	0.06%	125
2018 Q3	–	Sell	-4,163	Closed	-$494K	–	178
2018 Q2	$494K	Buy	+4,163	New	+$515K	0.11%	110

Other funds holding GLD

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Merriman Wealth Management's GLD Position: Q4 2023 in Review

Merriman Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2023, closing a stake of 1,181 shares — an estimated $202K sold.

Merriman Wealth Management first reported a position in GLD in Q2 2018 and held it in 15 quarters. The position peaked at $494K in Q2 2018. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

Merriman Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2023 after selling out during the quarter.
Merriman Wealth Management sold 1,181 SPDR Gold Trust shares in Q4 2023, an estimated $202K.
Merriman Wealth Management first reported a position in SPDR Gold Trust in Q2 2018 and held it in 15 quarters.
Merriman Wealth Management's SPDR Gold Trust position peaked at $494K in Q2 2018.
2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.