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

Cardinal Point Wealth Management Partners’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
2023 Q1	$16.7M	Buy	445,783 +30,089	+7%	+$1.08M	5.06%	5
2022 Q4	$14.4M	Buy	415,694 +79,513	+24%	+$2.61M	4.96%	5
2022 Q3	$10.8M	Buy	336,181 +7,708	+2%	+$253K	5.17%	5
2022 Q2	$11.3M	Sell	328,473 -8,174	-2%	-$291K	5.4%	5
2022 Q1	$12.4M	Buy	336,647 +11,249	+3%	+$402K	5.53%	5
2021 Q4	$11.3M	Buy	+325,398	New	+$11.1M	4.91%	5

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardinal Point Wealth Management Partners's IAU Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares Gold Trust (IAU) stake by 7.2% in Q1 2023, buying an estimated $1.08M and bringing the position to 445,783 shares worth $16.7M. The position accounts for 5.06% of the portfolio, ranked #5.

Cardinal Point Wealth Management Partners first reported a position in IAU in Q4 2021 and has held it in 6 quarters since. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

Cardinal Point Wealth Management Partners held 445,783 shares of iShares Gold Trust worth $16.7M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 30,089 iShares Gold Trust shares in Q1 2023, an estimated $1.08M.
iShares Gold Trust made up 5.06% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #5 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares Gold Trust in Q4 2021 and has held it in 6 quarters since.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.