Meridian Investment Counsel’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.86M | Buy |
125,985
+9
| +0% | +$561 | 2.14% | 5 |
|
2025
Q1 | $7.43M | Hold |
125,976
| – | – | 2.19% | 5 |
|
2024
Q4 | $6.24M | Buy |
125,976
+1,133
| +0.9% | +$56.1K | 1.86% | 6 |
|
2024
Q3 | $6.2M | Sell |
124,843
-1,739
| -1% | -$86.4K | 1.88% | 6 |
|
2024
Q2 | $5.56M | Sell |
126,582
-110
| -0.1% | -$4.83K | 1.76% | 8 |
|
2024
Q1 | $5.32M | Sell |
126,692
-4,177
| -3% | -$175K | 1.77% | 9 |
|
2023
Q4 | $5.11M | Sell |
130,869
-75
| -0.1% | -$2.93K | 1.75% | 9 |
|
2023
Q3 | $4.58M | Sell |
130,944
-4,218
| -3% | -$148K | 1.72% | 9 |
|
2023
Q2 | $4.92M | Sell |
135,162
-1,209
| -0.9% | -$44K | 1.75% | 9 |
|
2023
Q1 | $5.1M | Buy |
136,371
+130
| +0.1% | +$4.86K | 1.94% | 7 |
|
2022
Q4 | $4.71M | Sell |
136,241
-608
| -0.4% | -$21K | 1.88% | 9 |
|
2022
Q3 | $4.32M | Sell |
136,849
-936
| -0.7% | -$29.5K | 1.92% | 10 |
|
2022
Q2 | $4.73M | Sell |
137,785
-949
| -0.7% | -$32.6K | 1.94% | 7 |
|
2022
Q1 | $5.11M | Sell |
138,734
-2,075
| -1% | -$76.4K | 1.78% | 8 |
|
2021
Q4 | $4.9M | Sell |
140,809
-2,301
| -2% | -$80.1K | 1.63% | 12 |
|
2021
Q3 | $4.78M | Buy |
143,110
+14,629
| +11% | +$489K | 1.73% | 10 |
|
2021
Q2 | $4.33M | Buy |
128,481
+1,051
| +0.8% | +$35.4K | 1.53% | 13 |
|
2021
Q1 | $4.14M | Buy |
127,430
+3,705
| +3% | +$120K | 1.6% | 12 |
|
2020
Q4 | $4.49M | Sell |
123,725
-300
| -0.2% | -$10.9K | 1.89% | 10 |
|
2020
Q3 | $4.46M | Sell |
124,025
-815
| -0.7% | -$29.3K | 2.16% | 8 |
|
2020
Q2 | $4.24M | Buy |
124,840
+462
| +0.4% | +$15.7K | 2.17% | 10 |
|
2020
Q1 | $3.75M | Sell |
124,378
-3,000
| -2% | -$90.4K | 2.43% | 7 |
|
2019
Q4 | $3.69M | Buy |
127,378
+300
| +0.2% | +$8.7K | 1.83% | 11 |
|
2019
Q3 | $3.58M | Buy |
127,078
+500
| +0.4% | +$14.1K | 1.96% | 10 |
|
2019
Q2 | $3.42M | Sell |
126,578
-207
| -0.2% | -$5.59K | 1.89% | 10 |
|
2019
Q1 | $3.14M | Buy |
126,785
+2,250
| +2% | +$55.7K | 1.83% | 9 |
|
2018
Q4 | $3.06M | Sell |
124,535
-750
| -0.6% | -$18.4K | 2.01% | 7 |
|
2018
Q3 | $2.86M | Sell |
125,285
-3,000
| -2% | -$68.6K | 1.57% | 12 |
|
2018
Q2 | $3.08M | Buy |
128,285
+2,250
| +2% | +$54.1K | 1.74% | 10 |
|
2018
Q1 | $3.21M | Buy |
126,035
+650
| +0.5% | +$16.6K | 1.82% | 7 |
|
2017
Q4 | $3.14M | Buy |
+125,385
| New | +$3.14M | 1.7% | 10 |
|