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

Meridian Wealth Partners’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	$226K	Hold	2,993	–	–	0.03%	114
2026 Q1	$264K	Sell	2,993 -1,561	-34%	-$143K	0.04%	95
2025 Q4	$370K	Buy	4,554 +40	+0.9%	+$3.13K	0.05%	74
2025 Q3	$328K	Buy	4,514 +15	+0.3%	+$979	0.05%	83
2025 Q2	$281K	Buy	+4,499	New	+$279K	0.04%	95
2021 Q2	–	Sell	-115	Closed	-$4K	–	627
2021 Q1	$4K	Buy	+115	New	+$3.93K	﹤0.01%	771

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Meridian Wealth Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,993 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #114.

Meridian Wealth Partners first reported a position in IAU in Q1 2021 and has held it in 6 quarters since. The position peaked at $370K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Meridian Wealth Partners held 2,993 shares of iShares Gold Trust worth $226K as of Q2 2026.
Meridian Wealth Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #114 holding.
Meridian Wealth Partners first reported a position in iShares Gold Trust in Q1 2021 and has held it in 6 quarters since.
Meridian Wealth Partners's iShares Gold Trust position peaked at $370K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.