Merriman Wealth Management’s iShares Gold Trust IAU Stock Holding History

Merriman Wealth Management’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
2024 Q4	$274K	Buy	5,539 +538	+11%	+$27K	0.01%	176
2024 Q3	$249K	Sell	5,001 -80	-2%	-$3.75K	0.01%	194
2024 Q2	$223K	Sell	5,081 -178	-3%	-$7.87K	0.01%	190
2024 Q1	$221K	Sell	5,259 -71	-1%	-$2.78K	0.01%	190
2023 Q4	$208K	Sell	5,330 -1,761	-25%	-$65.9K	0.01%	177
2023 Q3	$248K	Sell	7,091 -64,951	-90%	-$2.37M	0.01%	163
2023 Q2	$2.62M	Sell	72,042 -4,070	-5%	-$153K	0.13%	73
2023 Q1	$2.84M	Buy	76,112 +2,399	+3%	+$86.1K	0.15%	57
2022 Q4	$2.55M	Buy	73,713 +66,618	+939%	+$2.19M	0.13%	65
2022 Q3	$224K	Sell	7,095 -3,255	-31%	-$107K	0.01%	156
2022 Q2	$355K	Buy	10,350 +622	+6%	+$22.1K	0.03%	119
2022 Q1	$358K	Buy	9,728 +1,920	+25%	+$68.6K	0.03%	148
2021 Q4	$272K	Buy	7,808 +154	+2%	+$5.26K	0.02%	183
2021 Q3	$256K	Buy	7,654 +350	+5%	+$11.9K	0.02%	175
2021 Q2	$246K	Sell	7,304 -83	-1%	-$2.87K	0.02%	198
2021 Q1	$240K	Sell	7,387 -24,667	-77%	-$843K	0.03%	170
2020 Q4	$1.16M	Sell	32,054 -76,093	-70%	-$2.72M	0.12%	102
2020 Q3	$3.89M	Sell	108,147 -3,253	-3%	-$119K	0.58%	43
2020 Q2	$3.79M	Buy	111,400 +36,904	+50%	+$1.21M	0.6%	40
2020 Q1	$2.25M	Buy	74,496 +28,130	+61%	+$850K	0.49%	34
2019 Q4	$1.34M	Buy	46,366 +23,505	+103%	+$667K	0.26%	69
2019 Q3	$645K	Buy	22,861 +3,632	+19%	+$102K	0.13%	104
2019 Q2	$5.1K	Buy	19,229 +6,179	+47%	+$155K	0.1%	126
2019 Q1	$323K	Buy	+13,050	New	+$326K	0.06%	158
2017 Q4	–	Sell	-22,720	Closed	-$559K	–	175
2017 Q3	$559K	Buy	22,720 +2,820	+14%	+$69.4K	0.13%	100
2017 Q2	$475K	Buy	+19,900	New	+$482K	0.13%	84
2016 Q4	–	Sell	-82,560	Closed	-$2.1M	–	150
2016 Q3	$2.1M	Sell	82,560 -218	-0.3%	-$5.61K	0.43%	64
2016 Q2	$2.11M	Buy	82,778 +352	+0.4%	+$8.55K	0.6%	48
2016 Q1	$1.96M	Buy	+82,426	New	+$1.89M	1.82%	17