Cardinal Point Wealth Management Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $16.7M | Buy |
445,783
+30,089
| +7% | +$1.12M | 5.06% | 5 |
|
|
2022
Q4 | $14.4M | Buy |
415,694
+79,513
| +24% | +$2.75M | 4.96% | 5 |
|
|
2022
Q3 | $10.8M | Buy |
336,181
+7,708
| +2% | +$248K | 5.17% | 5 |
|
|
2022
Q2 | $11.3M | Sell |
328,473
-8,174
| -2% | -$280K | 5.4% | 5 |
|
|
2022
Q1 | $12.4M | Buy |
336,647
+11,249
| +3% | +$414K | 5.53% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
+325,398
| New | +$11.3M | 4.91% | 5 |
|