Merit Financial Group’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 | $21.9M | Buy |
350,876
+119,379
| +52% | +$7.44M | 0.24% | 72 |
|
|
2025
Q1 | $13.6M | Buy |
231,497
+179,959
| +349% | +$10.6M | 0.2% | 87 |
|
|
2024
Q4 | $2.55M | Buy |
51,538
+32,975
| +178% | +$1.63M | 0.05% | 307 |
|
|
2024
Q3 | $923K | Sell |
18,563
-747
| -4% | -$37.1K | 0.02% | 446 |
|
|
2024
Q2 | $848K | Buy |
19,310
+475
| +3% | +$20.9K | 0.02% | 457 |
|
|
2024
Q1 | $820K | Buy |
18,835
+620
| +3% | +$27K | 0.02% | 453 |
|
|
2023
Q4 | $711K | Buy |
18,215
+9,592
| +111% | +$374K | 0.02% | 398 |
|
|
2023
Q3 | $302K | Sell |
8,623
-2,956
| -26% | -$103K | 0.01% | 585 |
|
|
2023
Q2 | $421K | Buy |
11,579
+361
| +3% | +$13.1K | 0.01% | 500 |
|
|
2023
Q1 | $419K | Sell |
11,218
-1,073
| -9% | -$40.1K | 0.02% | 438 |
|
|
2022
Q4 | $425K | Buy |
12,291
+2,581
| +27% | +$89.3K | 0.02% | 462 |
|
|
2022
Q3 | $306K | Sell |
9,710
-2,271
| -19% | -$71.6K | 0.01% | 431 |
|
|
2022
Q2 | $411K | Buy |
11,981
+2,544
| +27% | +$87.3K | 0.01% | 383 |
|
|
2022
Q1 | $348K | Sell |
9,437
-153
| -2% | -$5.64K | 0.02% | 283 |
|
|
2021
Q4 | $334K | Hold |
9,590
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $320K | Buy |
9,590
+3,106
| +48% | +$104K | 0.03% | 203 |
|
|
2021
Q2 | $219K | Buy |
+6,484
| New | +$219K | 0.02% | 247 |
|