Bingham Osborn & Scarborough’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-625,140
| Closed | -$20.9M | – | 61 |
|
|
2021
Q3 | $20.9M | Buy |
625,140
+230,177
| +58% | +$7.84M | 1.47% | 10 |
|
|
2021
Q2 | $13.3M | Buy |
394,963
+114,385
| +41% | +$3.95M | 0.94% | 15 |
|
|
2021
Q1 | $9.12M | Buy |
280,578
+58,386
| +26% | +$2M | 0.69% | 18 |
|
|
2020
Q4 | $8.06M | Buy |
222,192
+38,533
| +21% | +$1.38M | 0.64% | 18 |
|
|
2020
Q3 | $6.61M | Buy |
183,659
+16,956
| +10% | +$619K | 0.5% | 22 |
|
|
2020
Q2 | $5.67M | Hold |
166,703
| – | – | 0.46% | 24 |
|
|
2020
Q1 | $5.02M | Sell |
166,703
-3,247
| -2% | -$98.2K | 0.49% | 21 |
|
|
2019
Q4 | $4.93M | Sell |
169,950
-2,186
| -1% | -$62K | 0.4% | 25 |
|
|
2019
Q3 | $4.85M | Sell |
172,136
-21,456
| -11% | -$605K | 0.43% | 24 |
|
|
2019
Q2 | $5.23M | Buy |
193,592
+101
| +0.1% | +$2.53K | 0.47% | 23 |
|
|
2019
Q1 | $4.79M | Sell |
193,491
-1,796
| -0.9% | -$44.9K | 0.44% | 23 |
|
|
2018
Q4 | $4.8M | Sell |
195,287
-25,480
| -12% | -$600K | 0.49% | 23 |
|
|
2018
Q3 | $5.05M | Hold |
220,767
| – | – | 0.45% | 22 |
|
|
2018
Q2 | $5.31M | Sell |
220,767
-3,576
| -2% | -$89.7K | 0.5% | 22 |
|
|
2018
Q1 | $5.71M | Hold |
224,343
| – | – | 0.54% | 21 |
|
|
2017
Q4 | $5.61M | Sell |
224,343
-3,929
| -2% | -$96.4K | 0.51% | 19 |
|
|
2017
Q3 | $5.62M | Hold |
228,272
| – | – | 0.53% | 19 |
|
|
2017
Q2 | $5.45M | Sell |
228,272
-5,292
| -2% | -$128K | 0.52% | 19 |
|
|
2017
Q1 | $5.61M | Hold |
233,564
| – | – | 0.55% | 19 |
|
|
2016
Q4 | $5.18M | Sell |
233,564
-2,345
| -1% | -$55K | 0.55% | 16 |
|
|
2016
Q3 | $5.99M | Buy |
235,909
+2,875
| +1% | +$74K | 0.63% | 15 |
|
|
2016
Q2 | $5.95M | Sell |
233,034
-150
| -0.1% | -$3.65K | 0.68% | 17 |
|
|
2016
Q1 | $5.54M | Sell |
233,184
-1,775
| -0.8% | -$40.6K | 0.65% | 17 |
|
|
2015
Q4 | $4.81M | Buy |
234,959
+31,807
| +16% | +$678K | 0.59% | 18 |
|
|
2015
Q3 | $4.38M | Buy |
203,152
+13,891
| +7% | +$302K | 0.55% | 18 |
|
|
2015
Q2 | $4.29M | Buy |
189,261
+350
| +0.2% | +$8.08K | 0.52% | 17 |
|
|
2015
Q1 | $4.33M | Buy |
188,911
+15,685
| +9% | +$370K | 0.52% | 18 |
|
|
2014
Q4 | $3.96M | Hold |
173,226
| – | – | 0.48% | 18 |
|
|
2014
Q3 | $4.05M | Buy |
173,226
+4,728
| +3% | +$117K | 0.51% | 18 |
|
|
2014
Q2 | $4.34M | Buy |
168,498
+5,049
| +3% | +$126K | 0.57% | 15 |
|
|
2014
Q1 | $4.07M | Buy |
163,449
+17,855
| +12% | +$448K | 0.57% | 15 |
|
|
2013
Q4 | $3.4M | Buy |
145,594
+17,571
| +14% | +$434K | 0.49% | 15 |
|
|
2013
Q3 | $3.3M | Sell |
128,023
-500
| -0.4% | -$12.9K | 0.53% | 16 |
|
|
2013
Q2 | $3.08M | Buy |
+128,523
| New | +$3.54M | 0.53% | 15 |
|
Other funds holding IAU
CSIA
PCA
Bingham Osborn & Scarborough's IAU Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 625,140 shares — an estimated $20.9M sold.
Bingham Osborn & Scarborough first reported a position in IAU in Q2 2013 and held it in 34 quarters. The position peaked at $20.9M in Q3 2021. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 625,140 iShares Gold Trust shares in Q4 2021, an estimated $20.9M.
- Bingham Osborn & Scarborough first reported a position in iShares Gold Trust in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares Gold Trust position peaked at $20.9M in Q3 2021.
- 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.