Cardinal Point Wealth Management LLC IAU Holdings History
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 $63.53, Cardinal Point Wealth Management LLC's estimated gain on his IAU holdings is $9.03 Mil, reflecting a 81.25% gain to date.
Cardinal Point Wealth Management LLC IAU ($63.53) Holding Chart
Cardinal Point Wealth Management LLC IAU ($63.53) 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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