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Cardinal Point Capital Management’s iShares Gold Trust IAU Stock Holding History

Cardinal Point Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3M Sell
295,330
-8,096
-3% -$687K 1.26% 19
2026
Q1 		$26.7M Buy
303,426
+4,986
+2% +$457K 1.64% 15
2025
Q4 		$24.2M Sell
298,440
-1,616
-0.5% -$126K 1.58% 16
2025
Q3 		$23.2M Sell
300,056
-5,435
-2% -$355K 1.63% 15
2025
Q2 		$19.1M Sell
305,491
-4,307
-1% -$267K 1.51% 17
2025
Q1 		$18.3M Sell
309,798
-98,285
-24% -$5.32M 1.68% 12
2024
Q4 		$20.2M Sell
408,083
-50,362
-11% -$2.53M 3.21% 11
2024
Q3 		$22.8M Buy
458,445
+4,028
+0.9% +$189K 3.8% 10
2024
Q2 		$20M Buy
454,417
+5,930
+1% +$262K 3.47% 11
2024
Q1 		$18.8M Buy
448,487
+7,528
+2% +$295K 3.59% 10
2023
Q4 		$17.2M Buy
440,959
+5,565
+1% +$208K 4.16% 6
2023
Q3 		$15.2M Buy
435,394
+6,897
+2% +$252K 3.99% 6
2023
Q2 		$15.6M Sell
428,497
-17,286
-4% -$648K 4.69% 5
2023
Q1 		$16.7M Buy
445,783
+30,089
+7% +$1.08M 5.06% 5
2022
Q4 		$14.4M Buy
+415,694
New +$13.7M 4.96% 5

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cardinal Point Capital Management's IAU Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Gold Trust (IAU) stake by 2.7% in Q2 2026, selling an estimated $687K and leaving 295,330 shares worth $22.3M. The position accounts for 1.26% of the portfolio, ranked #19.

Cardinal Point Capital Management first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7M in Q1 2026. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cardinal Point Capital Management held 295,330 shares of iShares Gold Trust worth $22.3M as of Q2 2026.
  • Cardinal Point Capital Management sold 8,096 iShares Gold Trust shares in Q2 2026, an estimated $687K.
  • iShares Gold Trust made up 1.26% of Cardinal Point Capital Management's portfolio in Q2 2026, its #19 holding.
  • Cardinal Point Capital Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Point Capital Management's iShares Gold Trust position peaked at $26.7M in Q1 2026.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.