CPCM
IAU icon

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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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. 348 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.
  • 348 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.