Meridian Wealth Advisors, LLC IAU Holdings History
Meridian Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Meridian Wealth Advisors, LLC held 509,579.00 shares of iShares Gold Trust(IAU), totaling $30.04 Mil. This investment constitutes 5.1% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0.07% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q3. And since then Meridian Wealth Advisors, LLC has made 18 purchases of IAU, at an average price of $35.95, for a total of 625,208.50 shares. In addition, there have been 5 sales at an average price of $31.60 for 115,629.50 shares. Based on historical transaction data and IAU's current price of $64.09, Meridian Wealth Advisors, LLC's estimated gain on his IAU holdings is $13.84 Mil, reflecting a 61.58% gain to date.
Meridian Wealth Advisors, LLC IAU ($64.09) Holding Chart
Meridian Wealth Advisors, LLC IAU ($64.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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