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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q2 2026 holdings

Shares (Q2 2026)
448,234
Value
$33.8M
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of IAU by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026448,234$33.8M0.2%−147,756−24.8%ReducedHolders
Q1 2026595,990$52.5M0.4%−53,164−8.2%ReducedHolders
Q4 2025649,154$52.7M0.4%+70,793+12.2%AddedHolders
Q3 2025578,361$42.1M0.4%+227,485+64.8%AddedHolders
Q2 2025350,876$21.9M0.2%+119,379+51.6%AddedHolders
Q1 2025231,497$13.6M0.2%+179,959+349.2%AddedHolders
Q4 202451,538$2.55M<0.1%+32,975+177.6%AddedHolders
Q3 202418,563$922.6K<0.1%−747−3.9%ReducedHolders
Q2 202419,310$848.3K<0.1%+475+2.5%AddedHolders
Q1 202418,835$819.7K<0.1%+620+3.4%AddedHolders
Q4 202318,215$710.9K<0.1%+9,592+111.2%AddedHolders
Q3 20238,623$301.7K<0.1%−2,956−25.5%ReducedHolders
Q2 202311,579$421.4K<0.1%+361+3.2%AddedHolders
Q1 202311,218$419.2K<0.1%−1,073−8.7%ReducedHolders
Q4 202212,291$425.2K<0.1%+2,581+26.6%AddedHolders
Q3 20229,710$306.0K<0.1%−2,271−19.0%ReducedHolders
Q2 202211,981$411.0K<0.1%+2,544+27.0%AddedHolders
Q1 20229,437$348.0K<0.1%−153−1.6%ReducedHolders
Q4 20219,590$334.0K<0.1%00.0%UnchangedHolders
Q3 20219,590$320.0K<0.1%+3,106+47.9%AddedHolders
Q2 20216,484$219.0K<0.1%+6,484NewHolders