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

Cardinal Point Wealth 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
2021 Q3	$10.6M	Buy	316,899 +6,304	+2%	+$215K	4.98%	6
2021 Q2	$10.5M	Buy	310,595 +15,783	+5%	+$546K	4.73%	6
2021 Q1	$9.59M	Buy	294,812 +18,153	+7%	+$620K	4.83%	7
2020 Q4	$10M	Buy	+276,659	New	+$9.9M	5.1%	6

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardinal Point Wealth Management's IAU Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its iShares Gold Trust (IAU) stake by 2% in Q3 2021, buying an estimated $215K and bringing the position to 316,899 shares worth $10.6M. The position accounts for 4.98% of the portfolio, ranked #6.

Cardinal Point Wealth Management first reported a position in IAU in Q4 2020 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Cardinal Point Wealth Management held 316,899 shares of iShares Gold Trust worth $10.6M as of Q3 2021.
Cardinal Point Wealth Management bought 6,304 iShares Gold Trust shares in Q3 2021, an estimated $215K.
iShares Gold Trust made up 4.98% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #6 holding.
Cardinal Point Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 4 quarters since.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.