Number of Shares
316,899.00
Current Holdings Value*
$10.59 Mil
% of Portfolio
4.98%
Total Estimate Gain
$9.16 Mil
% of Total Estimate Gain
82.49%

Cardinal Point Wealth Management LLC's iShares Gold Trust Holding Summary

As of 2021-09-30, Cardinal Point Wealth Management LLC held 316,899.00 shares of iShares Gold Trust(IAU), totaling $10.59 Mil. This investment constitutes 4.98% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q2. And since then Cardinal Point Wealth Management LLC has made 2 purchases of IAU, at an average price of $35.05, for a total of 316,899.00 shares. Based on historical transaction data and IAU's current price of $63.96, Cardinal Point Wealth Management LLC's estimated gain on his IAU holdings is $9.16 Mil, reflecting a 82.49% gain to date.

Cardinal Point Wealth Management LLC IAU ($63.96) Holding Chart

Cardinal Point Wealth Management LLC IAU ($63.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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