Cardinal Point Capital Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
305,491
-4,307
| -1% | -$269K | 1.51% | 17 |
|
|
2025
Q1 | $18.3M | Sell |
309,798
-98,285
| -24% | -$5.79M | 1.68% | 12 |
|
|
2024
Q4 | $20.2M | Sell |
408,083
-50,362
| -11% | -$2.49M | 3.21% | 11 |
|
|
2024
Q3 | $22.8M | Buy |
458,445
+4,028
| +0.9% | +$200K | 3.8% | 10 |
|
|
2024
Q2 | $20M | Buy |
454,417
+5,930
| +1% | +$261K | 3.47% | 11 |
|
|
2024
Q1 | $18.8M | Buy |
448,487
+7,528
| +2% | +$316K | 3.59% | 10 |
|
|
2023
Q4 | $17.2M | Buy |
440,959
+5,565
| +1% | +$217K | 4.16% | 6 |
|
|
2023
Q3 | $15.2M | Buy |
435,394
+6,897
| +2% | +$241K | 3.99% | 6 |
|
|
2023
Q2 | $15.6M | Sell |
428,497
-17,286
| -4% | -$629K | 4.69% | 5 |
|
|
2023
Q1 | $16.7M | Buy |
445,783
+30,089
| +7% | +$1.12M | 5.06% | 5 |
|
|
2022
Q4 | $14.4M | Buy |
+415,694
| New | +$14.4M | 4.96% | 5 |
|