Meridian Wealth Management’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 | $619K | Sell |
9,919
-1,033
| -9% | -$64.4K | 0.03% | 400 |
|
|
2025
Q1 | $646K | Sell |
10,952
-288
| -3% | -$17K | 0.03% | 368 |
|
|
2024
Q4 | $556K | Sell |
11,240
-391
| -3% | -$19.4K | 0.03% | 386 |
|
|
2024
Q3 | $578K | Buy |
+11,631
| New | +$578K | 0.03% | 384 |
|
|
2024
Q2 | – | Sell |
-14,816
| Closed | -$622K | – | 390 |
|
|
2024
Q1 | $622K | Sell |
14,816
-1,362
| -8% | -$57.2K | 0.1% | 123 |
|
|
2023
Q4 | $631K | Sell |
16,178
-26,126
| -62% | -$1.02M | 0.04% | 335 |
|
|
2023
Q3 | $1.48M | Buy |
42,304
+27,228
| +181% | +$953K | 0.09% | 187 |
|
|
2023
Q2 | $549K | Buy |
15,076
+2,385
| +19% | +$86.8K | 0.05% | 308 |
|
|
2023
Q1 | $474K | Buy |
12,691
+1,937
| +18% | +$72.4K | 0.04% | 329 |
|
|
2022
Q4 | $372K | Buy |
10,754
+2,020
| +23% | +$69.9K | 0.04% | 365 |
|
|
2022
Q3 | $275K | Sell |
8,734
-4,448
| -34% | -$140K | 0.03% | 383 |
|
|
2022
Q2 | $452K | Buy |
+13,182
| New | +$452K | 0.04% | 371 |
|
|
2020
Q3 | – | Sell |
-8,200
| Closed | -$278K | – | 269 |
|
|
2020
Q2 | $278K | Sell |
8,200
-1,000
| -11% | -$33.9K | 0.09% | 169 |
|
|
2020
Q1 | $277K | Buy |
+9,200
| New | +$277K | 0.12% | 160 |
|
|
2019
Q3 | – | Sell |
-1,301
| Closed | -$351 | – | 311 |
|
|
2019
Q2 | $351 | Buy |
+1,301
| New | +$351 | 0.01% | 430 |
|