Merrion Investment Management’s SPDR Gold Trust GLD Stock Holding History

Merrion Investment 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
2026 Q2	$866K	Buy	2,350 +350	+18%	+$145K	0.41%	51
2026 Q1	$861K	Buy	2,000 +500	+33%	+$224K	0.46%	51
2025 Q4	$594K	Hold	1,500	–	–	0.32%	62
2025 Q3	$533K	Buy	1,500 +500	+50%	+$159K	0.31%	62
2025 Q2	$305K	Hold	1,000	–	–	0.2%	86
2025 Q1	$288K	Hold	1,000	–	–	0.21%	83
2024 Q4	$242K	Hold	1,000	–	–	0.17%	92
2024 Q3	$243K	Hold	1,000	–	–	0.16%	92
2024 Q2	$215K	Hold	1,000	–	–	0.15%	94
2024 Q1	$206K	Buy	+1,000	New	+$192K	0.15%	97
2023 Q4	–	Sell	-2,000	Closed	-$343K	–	93
2023 Q3	$343K	Sell	2,000 -100	-5%	-$17.9K	0.3%	63
2023 Q2	$374K	Buy	2,100 +500	+31%	+$91.9K	0.32%	61
2023 Q1	$293K	Hold	1,600	–	–	0.28%	68
2022 Q4	$271K	Buy	1,600 +100	+7%	+$16.1K	0.25%	71
2022 Q3	$232K	Hold	1,500	–	–	0.23%	81
2022 Q2	$253K	Sell	1,500 -100	-6%	-$17.5K	0.24%	71
2022 Q1	$289K	Buy	1,600 +100	+7%	+$17.5K	0.21%	80
2021 Q4	$256K	Hold	1,500	–	–	0.19%	84
2021 Q3	$246K	Hold	1,500	–	–	0.19%	80
2021 Q2	$248K	Hold	1,500	–	–	0.19%	84
2021 Q1	$239K	Hold	1,500	–	–	0.2%	79
2020 Q4	$268K	Buy	+1,500	New	+$264K	0.23%	73

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Merrion Investment Management's GLD Position: Q2 2026 in Review

Merrion Investment Management increased its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, buying an estimated $145K and bringing the position to 2,350 shares worth $866K. The position accounts for 0.41% of the portfolio, ranked #51.

Merrion Investment Management first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Merrion Investment Management held 2,350 shares of SPDR Gold Trust worth $866K as of Q2 2026.
Merrion Investment Management bought 350 SPDR Gold Trust shares in Q2 2026, an estimated $145K.
SPDR Gold Trust made up 0.41% of Merrion Investment Management's portfolio in Q2 2026, its #51 holding.
Merrion Investment Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.