Cardinal Point Wealth 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
2021
Q3
$10.6M Buy
316,899
+6,304
+2% +$211K 4.98% 6
2021
Q2
$10.5M Buy
310,595
+15,783
+5% +$532K 4.73% 6
2021
Q1
$9.59M Buy
294,812
+18,153
+7% +$590K 4.83% 7
2020
Q4
$10M Buy
+276,659
New +$10M 5.1% 6