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

Meridian Wealth Management’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 		$835K Sell
11,058
-725
-6% -$61.5K 0.03% 424
2026
Q1 		$1.04M Buy
11,783
+299
+3% +$27.4K 0.04% 351
2025
Q4 		$932K Buy
11,484
+2,027
+21% +$159K 0.03% 363
2025
Q3 		$688K Sell
9,457
-462
-5% -$30.1K 0.03% 410
2025
Q2 		$619K Sell
9,919
-1,033
-9% -$64K 0.03% 400
2025
Q1 		$646K Sell
10,952
-288
-3% -$15.6K 0.03% 368
2024
Q4 		$556K Sell
11,240
-391
-3% -$19.6K 0.03% 386
2024
Q3 		$578K Buy
+11,631
New +$544K 0.03% 384
2024
Q2 		– Sell
-14,816
Closed -$622K – 391
2024
Q1 		$622K Sell
14,816
-1,362
-8% -$53.4K 0.1% 123
2023
Q4 		$631K Sell
16,178
-26,126
-62% -$978K 0.04% 335
2023
Q3 		$1.48M Buy
42,304
+27,228
+181% +$994K 0.09% 187
2023
Q2 		$549K Buy
15,076
+2,385
+19% +$89.4K 0.05% 308
2023
Q1 		$474K Buy
12,691
+1,937
+18% +$69.5K 0.04% 329
2022
Q4 		$372K Buy
10,754
+2,020
+23% +$66.3K 0.04% 365
2022
Q3 		$275K Sell
8,734
-4,448
-34% -$146K 0.03% 383
2022
Q2 		$452K Buy
+13,182
New +$469K 0.04% 371
2020
Q3 		– Sell
-8,200
Closed -$278K – 269
2020
Q2 		$278K Sell
8,200
-1,000
-11% -$32.8K 0.09% 169
2020
Q1 		$277K Buy
+9,200
New +$278K 0.12% 160
2019
Q3 		– Sell
-1,301
Closed -$35.1K – 311
2019
Q2 		$35.1K Buy
+1,301
New +$32.6K 0.01% 430

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 Management's IAU Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares Gold Trust (IAU) stake by 6.2% in Q2 2026, selling an estimated $61.5K and leaving 11,058 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #424.

Meridian Wealth Management first reported a position in IAU in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.48M in Q3 2023. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Meridian Wealth Management held 11,058 shares of iShares Gold Trust worth $835K as of Q2 2026.
  • Meridian Wealth Management sold 725 iShares Gold Trust shares in Q2 2026, an estimated $61.5K.
  • iShares Gold Trust made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Meridian Wealth Management first reported a position in iShares Gold Trust in Q2 2019 and has held it in 19 quarters since.
  • Meridian Wealth Management's iShares Gold Trust position peaked at $1.48M in Q3 2023.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.