MFG
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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 348 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.
  • 348 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.