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Meridian Wealth Advisors, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Advisors, LLC on IAU, newest first. How the timeline and the estimate are built.

Meridian Wealth Advisors, LLC held 641,393 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 641,393 shares
    Change vs previous 13F +56,347 shares

    5.5% of the 13F portfolio, value $48,431,585.

    13F-HR 0001951757-26-001265 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 585,046 shares
    Change vs previous 13F +14,301 shares

    6.82% of the 13F portfolio, value $51,577,693.

    13F-HR 0001951757-26-000818 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 570,745 shares
    Change vs previous 13F -10,126 shares

    6.41% of the 13F portfolio, value $46,327,335.

    13F-HR 0001951757-26-000470 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 580,871 shares
    Change vs previous 13F +35,498 shares

    6% of the 13F portfolio, value $42,269,949.

    13F-HR 0001951757-25-001394 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 545,373 shares
    Change vs previous 13F +35,794 shares

    5.38% of the 13F portfolio, value $34,009,432.

    13F-HR 0001951757-25-001066 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 509,579 shares
    Change vs previous 13F +36,527 shares

    5.1% of the 13F portfolio, value $30,044,751.

    13F-HR 0001951757-25-000506 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 473,052 shares
    Change vs previous 13F +47,110 shares

    3.86% of the 13F portfolio, value $23,420,782.

    13F-HR 0001951757-25-000238 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 425,942 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $21,169,294.

    13F-HR 0001951757-24-001117 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).