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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$688K Sell
2025
Q2
$619K Sell
2025
Q1
$646K Sell
2024
Q4
$556K Sell
2024
Q3
$578K Buy
2024
Q2
Sell
2024
Q1
$622K Sell
2023
Q4
$631K Sell
2023
Q3
$1.48M Buy
2023
Q2
$549K Buy
2023
Q1
$474K Buy
2022
Q4
$372K Buy
2022
Q3
$275K Sell
2022
Q2
$452K Buy
2020
Q3
Sell
2020
Q2
$278K Sell
2020
Q1
$277K Buy
2019
Q3
Sell
2019
Q2
$351 Buy