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Meridian Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Meridian Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.4M Buy
641,393
+56,347
+10% +$4.78M 5.5% 2
2026
Q1 		$51.6M Buy
585,046
+14,301
+3% +$1.31M 6.82% 3
2025
Q4 		$46.3M Sell
570,745
-10,126
-2% -$792K 6.42% 2
2025
Q3 		$42.3M Buy
580,871
+35,498
+7% +$2.32M 6% 2
2025
Q2 		$34M Buy
545,373
+35,794
+7% +$2.22M 5.38% 2
2025
Q1 		$30M Buy
509,579
+36,527
+8% +$1.98M 5.1% 4
2024
Q4 		$23.4M Buy
473,052
+47,110
+11% +$2.37M 3.86% 5
2024
Q3 		$21.2M Buy
425,942
+24,447
+6% +$1.14M 3.54% 6
2024
Q2 		$17.6M Buy
401,495
+30,943
+8% +$1.37M 3.15% 7
2024
Q1 		$15.6M Buy
370,552
+2,995
+0.8% +$117K 2.92% 7
2023
Q4 		$14.3M Sell
367,557
-10,763
-3% -$403K 3.14% 6
2023
Q3 		$13.2M Sell
378,320
-11,650
-3% -$425K 3.31% 6
2023
Q2 		$14.2M Buy
389,970
+203
+0.1% +$7.61K 3.43% 6
2023
Q1 		$14.6M Buy
389,767
+2,163
+0.6% +$77.6K 3.65% 5
2022
Q4 		$13.4M Buy
387,604
+7,998
+2% +$263K 3.46% 5
2022
Q3 		$12M Buy
379,606
+6,931
+2% +$227K 3.37% 6
2022
Q2 		$12.8M Buy
372,675
+11,844
+3% +$421K 3.4% 5
2022
Q1 		$13.3M Buy
360,831
+37,316
+12% +$1.33M 3.08% 7
2021
Q4 		$11.3M Sell
323,515
-1,988
-0.6% -$67.9K 2.74% 8
2021
Q3 		$10.9M Buy
325,503
+4,213
+1% +$144K 3.03% 8
2021
Q2 		$10.8M Buy
321,290
+76,178
+31% +$2.63M 3.07% 8
2021
Q1 		$7.97M Buy
245,112
+16,637
+7% +$569K 2.65% 8
2020
Q4 		$8.29M Buy
228,475
+34,690
+18% +$1.24M 3.02% 8
2020
Q3 		$6.97M Buy
193,785
+47,450
+32% +$1.73M 3% 8
2020
Q2 		$4.97M Buy
146,335
+23,602
+19% +$773K 2.3% 9
2020
Q1 		$3.7M Sell
122,733
-91,229
-43% -$2.76M 2.04% 11
2019
Q4 		$6.21M Buy
213,962
+35,258
+20% +$1M 2.44% 9
2019
Q3 		$5.04M Buy
+178,704
New +$5.04M 2.16% 11

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Meridian Wealth Advisors's IAU Position: Q2 2026 in Review

Meridian Wealth Advisors increased its iShares Gold Trust (IAU) stake by 9.6% in Q2 2026, buying an estimated $4.78M and bringing the position to 641,393 shares worth $48.4M. The position accounts for 5.5% of the portfolio, ranked #2.

Meridian Wealth Advisors first reported a position in IAU in Q3 2019 and has held it in 28 quarters since. The position peaked at $51.6M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Meridian Wealth Advisors held 641,393 shares of iShares Gold Trust worth $48.4M as of Q2 2026.
  • Meridian Wealth Advisors bought 56,347 iShares Gold Trust shares in Q2 2026, an estimated $4.78M.
  • iShares Gold Trust made up 5.5% of Meridian Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Meridian Wealth Advisors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 28 quarters since.
  • Meridian Wealth Advisors's iShares Gold Trust position peaked at $51.6M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.