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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 		$510K 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

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Merriman Wealth Management's IAU Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares Gold Trust (IAU) stake by 11% in Q4 2024, buying an estimated $27K and bringing the position to 5,539 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #176.

Merriman Wealth Management first reported a position in IAU in Q1 2016 and has held it in 29 quarters since. The position peaked at $3.89M in Q3 2020. 1,413 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Merriman Wealth Management held 5,539 shares of iShares Gold Trust worth $274K as of Q4 2024.
  • Merriman Wealth Management bought 538 iShares Gold Trust shares in Q4 2024, an estimated $27K.
  • iShares Gold Trust made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #176 holding.
  • Merriman Wealth Management first reported a position in iShares Gold Trust in Q1 2016 and has held it in 29 quarters since.
  • Merriman Wealth Management's iShares Gold Trust position peaked at $3.89M in Q3 2020.
  • 1,413 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.