Meridian Wealth Advisors’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 | $34M | Buy |
545,373
+35,794
| +7% | +$2.23M | 5.38% | 2 |
|
|
2025
Q1 | $30M | Buy |
509,579
+36,527
| +8% | +$2.15M | 5.1% | 4 |
|
|
2024
Q4 | $23.4M | Buy |
473,052
+47,110
| +11% | +$2.33M | 3.86% | 5 |
|
|
2024
Q3 | $21.2M | Buy |
425,942
+24,447
| +6% | +$1.22M | 3.54% | 6 |
|
|
2024
Q2 | $17.6M | Buy |
401,495
+30,943
| +8% | +$1.36M | 3.15% | 7 |
|
|
2024
Q1 | $15.6M | Buy |
370,552
+2,995
| +0.8% | +$126K | 2.92% | 7 |
|
|
2023
Q4 | $14.3M | Sell |
367,557
-10,763
| -3% | -$420K | 3.14% | 6 |
|
|
2023
Q3 | $13.2M | Sell |
378,320
-11,650
| -3% | -$408K | 3.31% | 6 |
|
|
2023
Q2 | $14.2M | Buy |
389,970
+203
| +0.1% | +$7.39K | 3.43% | 6 |
|
|
2023
Q1 | $14.6M | Buy |
389,767
+2,163
| +0.6% | +$80.8K | 3.65% | 5 |
|
|
2022
Q4 | $13.4M | Buy |
387,604
+7,998
| +2% | +$277K | 3.46% | 5 |
|
|
2022
Q3 | $12M | Buy |
379,606
+6,931
| +2% | +$219K | 3.37% | 6 |
|
|
2022
Q2 | $12.8M | Buy |
372,675
+11,844
| +3% | +$406K | 3.4% | 5 |
|
|
2022
Q1 | $13.3M | Buy |
360,831
+37,316
| +12% | +$1.37M | 3.08% | 7 |
|
|
2021
Q4 | $11.3M | Sell |
323,515
-1,988
| -0.6% | -$69.2K | 2.74% | 8 |
|
|
2021
Q3 | $10.9M | Buy |
325,503
+4,213
| +1% | +$141K | 3.03% | 8 |
|
|
2021
Q2 | $10.8M | Buy |
321,290
+76,178
| +31% | +$2.57M | 3.07% | 8 |
|
|
2021
Q1 | $7.97M | Buy |
245,112
+16,637
| +7% | +$541K | 2.65% | 8 |
|
|
2020
Q4 | $8.29M | Buy |
228,475
+34,690
| +18% | +$1.26M | 3.02% | 8 |
|
|
2020
Q3 | $6.97M | Buy |
193,785
+47,450
| +32% | +$1.71M | 3% | 8 |
|
|
2020
Q2 | $4.97M | Buy |
146,335
+23,602
| +19% | +$802K | 2.3% | 9 |
|
|
2020
Q1 | $3.7M | Sell |
122,733
-91,229
| -43% | -$2.75M | 2.04% | 11 |
|
|
2019
Q4 | $6.21M | Buy |
213,962
+35,258
| +20% | +$1.02M | 2.44% | 9 |
|
|
2019
Q3 | $5.04M | Buy |
+178,704
| New | +$5.04M | 2.16% | 11 |
|