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