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Cardinal Strategic Wealth Guidance’s iShares Gold Trust IAU Stock Holding History

Cardinal Strategic Wealth Guidance’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
2025
Q1 		– Sell
-31,216
Closed -$1.55M – 69
2024
Q4 		$1.55M Buy
+31,216
New +$1.57M 0.49% 21

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IAU Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Gold Trust (IAU) in Q1 2025, closing a stake of 31,216 shares — an estimated $1.55M sold.

Cardinal Strategic Wealth Guidance first reported a position in IAU in Q4 2024 and held it in 1 quarter. The position peaked at $1.55M in Q4 2024. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 31,216 iShares Gold Trust shares in Q1 2025, an estimated $1.55M.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Gold Trust in Q4 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's iShares Gold Trust position peaked at $1.55M in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.