Buckingham Strategic Wealth’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.02M | Sell |
45,977
-7,696
| -14% | -$338K | 0.02% | 237 |
|
|
2024
Q1 | $2.25M | Buy |
53,673
+5,933
| +12% | +$249K | 0.02% | 223 |
|
|
2023
Q4 | $1.86M | Buy |
47,740
+5,814
| +14% | +$227K | 0.02% | 243 |
|
|
2023
Q3 | $1.47M | Buy |
41,926
+1,848
| +5% | +$64.7K | 0.02% | 246 |
|
|
2023
Q2 | $1.46M | Sell |
40,078
-2,057
| -5% | -$74.9K | 0.02% | 250 |
|
|
2023
Q1 | $1.46M | Hold |
42,135
| – | – | 0.03% | 220 |
|
|
2022
Q4 | $1.46M | Sell |
42,135
-2,121
| -5% | -$73.4K | 0.03% | 221 |
|
|
2022
Q3 | $1.4M | Sell |
44,256
-136
| -0.3% | -$4.29K | 0.03% | 216 |
|
|
2022
Q2 | $1.52M | Sell |
44,392
-1,865
| -4% | -$64K | 0.03% | 206 |
|
|
2022
Q1 | $1.7M | Buy |
46,257
+4,232
| +10% | +$156K | 0.03% | 201 |
|
|
2021
Q4 | $1.46M | Buy |
42,025
+400
| +1% | +$13.9K | 0.03% | 225 |
|
|
2021
Q3 | $1.39M | Buy |
41,625
+1,780
| +4% | +$59.5K | 0.03% | 224 |
|
|
2021
Q2 | $1.34M | Sell |
39,845
-3,133
| -7% | -$106K | 0.03% | 225 |
|
|
2021
Q1 | $1.4M | Buy |
42,978
+437
| +1% | +$14.2K | 0.07% | 197 |
|
|
2020
Q4 | $1.54M | Buy |
42,541
+11,165
| +36% | +$405K | 0.08% | 178 |
|
|
2020
Q3 | $1.13M | Buy |
31,376
+8,896
| +40% | +$320K | 0.09% | 163 |
|
|
2020
Q2 | $764K | Sell |
22,480
-12,267
| -35% | -$417K | 0.07% | 173 |
|
|
2020
Q1 | $1.05M | Buy |
34,747
+8,176
| +31% | +$246K | 0.1% | 158 |
|
|
2019
Q4 | $771K | Buy |
26,571
+4,168
| +19% | +$121K | 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% | -$280K | 0.06% | 243 |
|
|
2019
Q1 | $721K | Buy |
29,120
+21,057
| +261% | +$521K | 0.09% | 170 |
|
|
2018
Q4 | $198K | Hold |
8,063
| – | – | 0.03% | 327 |
|
|
2018
Q3 | $184K | Sell |
8,063
-138
| -2% | -$3.15K | 0.03% | 348 |
|
|
2018
Q2 | $197K | Buy |
8,201
+2,522
| +44% | +$60.6K | 0.03% | 345 |
|
|
2018
Q1 | $145K | Buy |
5,679
+393
| +7% | +$10K | 0.03% | 300 |
|
|
2017
Q4 | $132K | Buy |
5,286
+6
| +0.1% | +$150 | 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% | +$6.86K | 0.05% | 250 |
|
|
2016
Q4 | $140K | Sell |
6,298
-589
| -9% | -$13.1K | 0.05% | 224 |
|
|
2016
Q3 | $175K | Buy |
6,887
+589
| +9% | +$15K | 0.06% | 216 |
|
|
2016
Q2 | $161K | Sell |
6,298
-1,327
| -17% | -$33.9K | 0.05% | 229 |
|
|
2016
Q1 | $181K | Sell |
7,625
-498
| -6% | -$11.8K | 0.06% | 220 |
|
|
2015
Q4 | $166K | Buy |
8,123
+498
| +7% | +$10.2K | 0.06% | 196 |
|
|
2015
Q3 | $164K | Buy |
+7,625
| New | +$164K | 0.06% | 198 |
|