Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.02M | Sell |
45,977
-7,696
| -14% | -$340K | 0.02% | 237 |
|
|
2024
Q1 | $2.25M | Buy |
53,673
+5,933
| +12% | +$233K | 0.02% | 223 |
|
|
2023
Q4 | $1.86M | Buy |
47,740
+5,814
| +14% | +$218K | 0.02% | 243 |
|
|
2023
Q3 | $1.47M | Buy |
41,926
+1,848
| +5% | +$67.4K | 0.02% | 246 |
|
|
2023
Q2 | $1.46M | Sell |
40,078
-2,057
| -5% | -$77.1K | 0.02% | 250 |
|
|
2023
Q1 | $1.46M | Hold |
42,135
| – | – | 0.03% | 220 |
|
|
2022
Q4 | $1.46M | Sell |
42,135
-2,121
| -5% | -$69.7K | 0.03% | 221 |
|
|
2022
Q3 | $1.4M | Sell |
44,256
-136
| -0.3% | -$4.46K | 0.03% | 216 |
|
|
2022
Q2 | $1.52M | Sell |
44,392
-1,865
| -4% | -$66.3K | 0.03% | 206 |
|
|
2022
Q1 | $1.7M | Buy |
46,257
+4,232
| +10% | +$151K | 0.03% | 201 |
|
|
2021
Q4 | $1.46M | Buy |
42,025
+400
| +1% | +$13.7K | 0.03% | 225 |
|
|
2021
Q3 | $1.39M | Buy |
41,625
+1,780
| +4% | +$60.6K | 0.03% | 224 |
|
|
2021
Q2 | $1.34M | Sell |
39,845
-3,133
| -7% | -$108K | 0.03% | 225 |
|
|
2021
Q1 | $1.4M | Buy |
42,978
+437
| +1% | +$14.9K | 0.07% | 197 |
|
|
2020
Q4 | $1.54M | Buy |
42,541
+11,165
| +36% | +$400K | 0.08% | 178 |
|
|
2020
Q3 | $1.13M | Buy |
31,376
+8,896
| +40% | +$325K | 0.09% | 163 |
|
|
2020
Q2 | $764K | Sell |
22,480
-12,267
| -35% | -$402K | 0.07% | 173 |
|
|
2020
Q1 | $1.05M | Buy |
34,747
+8,176
| +31% | +$247K | 0.1% | 158 |
|
|
2019
Q4 | $771K | Buy |
26,571
+4,168
| +19% | +$118K | 0.07% | 195 |
|
|
2019
Q3 | $632K | Buy |
22,403
+3,633
| +19% | +$102K | 0.07% | 199 |
|
|
2019
Q2 | $507K | Sell |
18,770
-10,350
| -36% | -$259K | 0.06% | 243 |
|
|
2019
Q1 | $721K | Buy |
29,120
+21,057
| +261% | +$526K | 0.09% | 170 |
|
|
2018
Q4 | $198K | Hold |
8,063
| – | – | 0.03% | 327 |
|
|
2018
Q3 | $184K | Sell |
8,063
-138
| -2% | -$3.21K | 0.03% | 348 |
|
|
2018
Q2 | $197K | Buy |
8,201
+2,522
| +44% | +$63.2K | 0.03% | 345 |
|
|
2018
Q1 | $145K | Buy |
5,679
+393
| +7% | +$10K | 0.03% | 300 |
|
|
2017
Q4 | $132K | Buy |
5,286
+6
| +0.1% | +$147 | 0.03% | 309 |
|
|
2017
Q3 | $130K | Buy |
+5,280
| New | +$130K | 0.03% | 279 |
|
|
2017
Q2 | – | Sell |
-6,584
| Closed | -$158K | – | 304 |
|
|
2017
Q1 | $158K | Buy |
6,584
+286
| +5% | +$6.72K | 0.05% | 250 |
|
|
2016
Q4 | $140K | Sell |
6,298
-589
| -9% | -$13.8K | 0.05% | 224 |
|
|
2016
Q3 | $175K | Buy |
6,887
+589
| +9% | +$15.2K | 0.06% | 216 |
|
|
2016
Q2 | $161K | Sell |
6,298
-1,327
| -17% | -$32.2K | 0.05% | 229 |
|
|
2016
Q1 | $181K | Sell |
7,625
-498
| -6% | -$11.4K | 0.06% | 220 |
|
|
2015
Q4 | $166K | Buy |
8,123
+498
| +7% | +$10.6K | 0.06% | 196 |
|
|
2015
Q3 | $164K | Buy |
+7,625
| New | +$166K | 0.06% | 198 |
|
Other funds holding IAU
Buckingham Strategic Wealth's IAU Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its iShares Gold Trust (IAU) stake by 14% in Q2 2024, selling an estimated $340K and leaving 45,977 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #237.
Buckingham Strategic Wealth first reported a position in IAU in Q3 2015 and has held it in 35 quarters since. The position peaked at $2.25M in Q1 2024. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.
- Buckingham Strategic Wealth held 45,977 shares of iShares Gold Trust worth $2.02M as of Q2 2024.
- Buckingham Strategic Wealth sold 7,696 iShares Gold Trust shares in Q2 2024, an estimated $340K.
- iShares Gold Trust made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #237 holding.
- Buckingham Strategic Wealth first reported a position in iShares Gold Trust in Q3 2015 and has held it in 35 quarters since.
- Buckingham Strategic Wealth's iShares Gold Trust position peaked at $2.25M in Q1 2024.
- 1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.