Meritage Portfolio Management’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 | $484K | Hold |
7,760
| – | – | 0.03% | 246 |
|
|
2025
Q1 | $458K | Hold |
7,760
| – | – | 0.03% | 250 |
|
|
2024
Q4 | $384K | Hold |
7,760
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $386K | Hold |
7,760
| – | – | 0.02% | 280 |
|
|
2024
Q2 | $341K | Sell |
7,760
-1,450
| -16% | -$63.7K | 0.02% | 278 |
|
|
2024
Q1 | $387K | Hold |
9,210
| – | – | 0.02% | 273 |
|
|
2023
Q4 | $359K | Hold |
9,210
| – | – | 0.02% | 278 |
|
|
2023
Q3 | $322K | Hold |
9,210
| – | – | 0.02% | 275 |
|
|
2023
Q2 | $335K | Sell |
9,210
-34
| -0.4% | -$1.24K | 0.02% | 284 |
|
|
2023
Q1 | $345K | Buy |
9,244
+34
| +0.4% | +$1.27K | 0.03% | 236 |
|
|
2022
Q4 | $319K | Buy |
9,210
+930
| +11% | +$32.2K | 0.03% | 251 |
|
|
2022
Q3 | $261K | Hold |
8,280
| – | – | 0.02% | 263 |
|
|
2022
Q2 | $284K | Hold |
8,280
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $305K | Hold |
8,280
| – | – | 0.02% | 267 |
|
|
2021
Q4 | $288K | Hold |
8,280
| – | – | 0.02% | 266 |
|
|
2021
Q3 | $277K | Hold |
8,280
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $279K | Hold |
8,280
| – | – | 0.02% | 261 |
|
|
2021
Q1 | $269K | Hold |
8,280
| – | – | 0.02% | 248 |
|
|
2020
Q4 | $300K | Buy |
8,280
+2,025
| +32% | +$73.4K | 0.02% | 226 |
|
|
2020
Q3 | $225K | Hold |
6,255
| – | – | 0.02% | 217 |
|
|
2020
Q2 | $213K | Hold |
6,255
| – | – | 0.02% | 205 |
|
|
2020
Q1 | $189K | Hold |
6,255
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $181K | Hold |
6,255
| – | – | 0.02% | 229 |
|
|
2019
Q3 | $176K | Hold |
6,255
| – | – | 0.02% | 222 |
|
|
2019
Q2 | $169K | Hold |
6,255
| – | – | 0.02% | 217 |
|
|
2019
Q1 | $155K | Buy |
+6,255
| New | +$155K | 0.02% | 179 |
|