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Merit Financial Group’s iShares Gold Trust IAU Stock Holding History

Merit Financial Group’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 		$33.8M Sell
448,234
-147,756
-25% -$12.5M 0.21% 87
2026
Q1 		$52.5M Sell
595,990
-53,164
-8% -$4.88M 0.39% 52
2025
Q4 		$52.7M Buy
649,154
+70,793
+12% +$5.54M 0.42% 54
2025
Q3 		$42.1M Buy
578,361
+227,485
+65% +$14.8M 0.39% 54
2025
Q2 		$21.9M Buy
350,876
+119,379
+52% +$7.4M 0.24% 72
2025
Q1 		$13.6M Buy
231,497
+179,959
+349% +$9.73M 0.2% 87
2024
Q4 		$2.55M Buy
51,538
+32,975
+178% +$1.66M 0.05% 308
2024
Q3 		$923K Sell
18,563
-747
-4% -$35K 0.02% 447
2024
Q2 		$848K Buy
19,310
+475
+3% +$21K 0.02% 458
2024
Q1 		$820K Buy
18,835
+620
+3% +$24.3K 0.02% 454
2023
Q4 		$711K Buy
18,215
+9,592
+111% +$359K 0.02% 398
2023
Q3 		$302K Sell
8,623
-2,956
-26% -$108K 0.01% 587
2023
Q2 		$421K Buy
11,579
+361
+3% +$13.5K 0.01% 503
2023
Q1 		$419K Sell
11,218
-1,073
-9% -$38.5K 0.02% 442
2022
Q4 		$425K Buy
12,291
+2,581
+27% +$84.8K 0.02% 463
2022
Q3 		$306K Sell
9,710
-2,271
-19% -$74.4K 0.01% 434
2022
Q2 		$411K Buy
11,981
+2,544
+27% +$90.5K 0.01% 391
2022
Q1 		$348K Sell
9,437
-153
-2% -$5.47K 0.02% 284
2021
Q4 		$334K Hold
9,590
– – 0.03% 208
2021
Q3 		$320K Buy
9,590
+3,106
+48% +$106K 0.03% 203
2021
Q2 		$219K Buy
+6,484
New +$224K 0.02% 247

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

Merit Financial Group's IAU Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Gold Trust (IAU) stake by 25% in Q2 2026, selling an estimated $12.5M and leaving 448,234 shares worth $33.8M. The position accounts for 0.21% of the portfolio, ranked #87.

Merit Financial Group first reported a position in IAU in Q2 2021 and has held it in 21 quarters since. The position peaked at $52.7M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Merit Financial Group held 448,234 shares of iShares Gold Trust worth $33.8M as of Q2 2026.
  • Merit Financial Group sold 147,756 iShares Gold Trust shares in Q2 2026, an estimated $12.5M.
  • iShares Gold Trust made up 0.21% of Merit Financial Group's portfolio in Q2 2026, its #87 holding.
  • Merit Financial Group first reported a position in iShares Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Merit Financial Group's iShares Gold Trust position peaked at $52.7M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.