Meridian Wealth Advisors, LLC Ishares Gold Trust Transaction History

Meridian Wealth Advisors, LLC

$482 Million
Q1 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 370,552 shares of IAU stock, worth $16.3 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

370,552

Previous 367,557 0.81%

Holding current value

$16.3 Million

Previous $14.3 Million 8.51%

% of portfolio

3.23%

Previous 3.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$37.66 - $42.01 $112,791 - $125,819	2,995 Added 0.81%	370,552 $15.6 Million
Q4 2023 Feb 06, 2024	SELL	$34.47 - $39.34 $371,000 - $423,416	-10,763 Reduced 2.84%	367,557 $14.3 Million
Q3 2023 Nov 13, 2023	SELL	$34.99 - $37.48 $407,633 - $436,641	-11,650 Reduced 2.99%	378,320 $13.2 Million
Q2 2023 Aug 02, 2023	BUY	$36.15 - $38.86 $7,338 - $7,888	203 Added 0.05%	389,970 $14.2 Million
Q1 2023 May 01, 2023	BUY	$34.33 - $37.9 $74,255 - $81,977	2,163 Added 0.56%	389,767 $14.6 Million

Q4 2022 Jan 23, 2023	BUY	$30.88 - $34.6 $246,978 - $276,730	7,998 Added 2.11%	387,604 $0
Q3 2022 Oct 19, 2022	BUY	$30.82 - $34.3 $213,613 - $237,733	6,931 Added 1.86%	379,606 $12 Million
Q2 2022 Jul 26, 2022	BUY	$34.31 - $37.62 $406,367 - $445,571	11,844 Added 3.28%	372,675 $12.8 Million
Q1 2022 May 12, 2022	BUY	$34.0 - $38.98 $1.27 Million - $1.45 Million	37,316 Added 11.53%	360,831 $13.3 Million
Q4 2021 Feb 02, 2022	SELL	$33.36 - $35.53 $66,319 - $70,633	-1,988 Reduced 0.61%	323,515 $11.3 Million
Q3 2021 Nov 12, 2021	BUY	$32.85 - $34.83 $138,397 - $146,738	4,213 Added 1.31%	325,503 $10.9 Million
Q2 2021 Aug 10, 2021	BUY	$32.9 - $68.08 $10.6 Million - $21.9 Million	321,290 New	321,290 $10.8 Million

Others Institutions Holding IAU

# of Institutions

1,201

Shares Held

375M

Call Options Held

5.68M

Put Options Held

17.8M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $37.3B

More about IAU

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Meridian Wealth Advisors, LLC Ishares Gold Trust Transaction History