MIM
GLD icon

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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
  • 1,032 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.