Buckingham Strategic Wealth, LLC Ishares Gold Trust Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 45,977 shares of IAU stock, worth $2.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

45,977

Previous 53,673 14.34%

Holding current value

$2.27 Million

Previous $2.25 Million 10.43%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$42.46 - $45.89 $326,772 - $353,169	-7,696 Reduced 14.34%	45,977 $2.02 Million
Q1 2024 May 09, 2024	BUY	$37.66 - $42.01 $223,436 - $249,245	5,933 Added 12.43%	53,673 $2.25 Million
Q4 2023 Feb 14, 2024	BUY	$34.47 - $39.34 $200,408 - $228,722	5,814 Added 13.87%	47,740 $1.86 Million
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $64,661 - $69,263	1,848 Added 4.61%	41,926 $1.47 Million
Q2 2023 Aug 11, 2023	SELL	$36.15 - $38.86 $74,360 - $79,935	-2,057 Reduced 4.88%	40,078 $1.46 Million
Q4 2022 Feb 13, 2023	SELL	$30.88 - $34.6 $65,496 - $73,386	-2,121 Reduced 4.79%	42,135 $1.46 Million
Q3 2022 Nov 07, 2022	SELL	$30.82 - $34.3 $4,191 - $4,664	-136 Reduced 0.31%	44,256 $1.4 Million
Q2 2022 Aug 12, 2022	SELL	$34.31 - $37.62 $63,988 - $70,161	-1,865 Reduced 4.03%	44,392 $1.52 Million
Q1 2022 May 10, 2022	BUY	$34.0 - $38.98 $143,888 - $164,963	4,232 Added 10.07%	46,257 $1.7 Million
Q4 2021 Feb 09, 2022	BUY	$33.36 - $35.53 $13,344 - $14,212	400 Added 0.96%	42,025 $1.46 Million
Q3 2021 Nov 10, 2021	BUY	$32.85 - $34.83 $58,473 - $61,997	1,780 Added 4.47%	41,625 $1.39 Million
Q2 2021 Aug 06, 2021	BUY	$32.9 - $68.08 $1.31 Million - $2.71 Million	39,845 New	39,845 $1.34 Million

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $41.8B

More about IAU

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Buckingham Strategic Wealth, LLC Ishares Gold Trust Transaction History