Skip to content
Disclosery

Merit Financial Group, LLC: IAU position timeline

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

Merit Financial Group, LLC held 448,234 IAU shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 448,234 shares
    Change vs previous 13F -147,756 shares

    0.21% of the 13F portfolio, value $33,846,144.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 595,990 shares
    Change vs previous 13F -53,164 shares

    0.39% of the 13F portfolio, value $52,542,471.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 649,154 shares
    Change vs previous 13F +70,793 shares

    0.42% of the 13F portfolio, value $52,691,798.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 578,361 shares
    Change vs previous 13F +227,485 shares

    0.39% of the 13F portfolio, value $42,087,336.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 350,876 shares
    Change vs previous 13F +119,379 shares

    0.24% of the 13F portfolio, value $21,880,658.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 231,497 shares
    Change vs previous 13F +179,959 shares

    0.2% of the 13F portfolio, value $13,649,043.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 51,538 shares
    Change vs previous 13F +32,975 shares

    0.05% of the 13F portfolio, value $2,551,646.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 18,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $922,556.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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