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Livermore
Livermore
ZHEN

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Meridian Wealth Advisors, 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)
641,393
Value
$48.4M
% of portfolio
5.5%
Quarters held
22
Since Q1 2021
Holdings of IAU by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026641,393$48.4M5.5%+56,347+9.6%AddedHolders
Q1 2026585,046$51.6M6.8%+14,301+2.5%AddedHolders
Q4 2025570,745$46.3M6.4%−10,126−1.7%ReducedHolders
Q3 2025580,871$42.3M6.0%+35,498+6.5%AddedHolders
Q2 2025545,373$34.0M5.4%+35,794+7.0%AddedHolders
Q1 2025509,579$30.0M5.1%+36,527+7.7%AddedHolders
Q4 2024473,052$23.4M3.9%+47,110+11.1%AddedHolders
Q3 2024425,942$21.2M3.5%+24,447+6.1%AddedHolders
Q2 2024401,495$17.6M3.1%+30,943+8.4%AddedHolders
Q1 2024370,552$15.6M2.9%+2,995+0.8%AddedHolders
Q4 2023367,557$14.3M3.1%−10,763−2.8%ReducedHolders
Q3 2023378,320$13.2M3.3%−11,650−3.0%ReducedHolders
Q2 2023389,970$14.2M3.4%+203+0.1%AddedHolders
Q1 2023389,767$14.6M3.6%+2,163+0.6%AddedHolders
Q4 2022387,604$13.4M3.5%+7,998+2.1%AddedHolders
Q3 2022379,606$12.0M3.4%+6,931+1.9%AddedHolders
Q2 2022372,675$12.8M3.4%+11,844+3.3%AddedHolders
Q1 2022360,831$13.3M3.1%+37,316+11.5%AddedHolders
Q4 2021323,515$11.3M2.7%−1,988−0.6%ReducedHolders
Q3 2021325,503$10.9M3.0%+4,213+1.3%AddedHolders
Q2 2021321,290$10.8M3.1%+76,178+31.1%AddedConverted for a 1-for-2 splitHolders
Q1 2021490,224$7.97M2.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.