iShares Gold Trust shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 7.8k | 72.77 |
| 2025-06-30 | $484k | 7.8k | 62.36 |
| 2025-03-31 | $458k | 7.8k | 58.96 |
| 2024-12-31 | $384k | 7.8k | 49.51 |
| 2024-09-30 | $386k | 7.8k | 49.74 |
| 2024-06-30 | $341k | 7.8k | 43.94 |
| 2024-03-31 | $387k | 9.2k | 42.02 |
| 2023-12-31 | $359k | 9.2k | 38.98 |
| 2023-09-30 | $322k | 9.2k | 34.96 |
| 2023-06-30 | $335k | 9.2k | 36.37 |
| 2023-03-31 | $345k | 9.2k | 37.32 |
| 2022-12-31 | $319k | 9.2k | 34.64 |
| 2022-09-30 | $261k | 8.3k | 31.52 |
| 2022-06-30 | $284k | 8.3k | 34.30 |
| 2022-03-31 | $305k | 8.3k | 36.84 |
| 2021-12-31 | $288k | 8.3k | 34.78 |
| 2021-09-30 | $277k | 8.3k | 33.45 |
| 2021-06-30 | $279k | 8.3k | 33.70 |
More positions owned by Meritage Portfolio Management
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