Cardinal Point Wealth Management Partners, LLC Ishares Gold Trust Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 445,783 shares of IAU stock, worth $22.1 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares

445,783

Previous 415,694 7.24%

Holding current value

$22.1 Million

Previous $14.4 Million 15.82%

% of portfolio

5.08%

Previous 4.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$34.33 - $37.9 $1.03 Million - $1.14 Million	30,089 Added 7.24%	445,783 $16.7 Million
Q4 2022 Feb 07, 2023	BUY	$30.88 - $34.6 $2.46 Million - $2.75 Million	79,513 Added 23.65%	415,694 $14.4 Million
Q3 2022 Nov 02, 2022	BUY	$30.82 - $34.3 $237,560 - $264,384	7,708 Added 2.35%	336,181 $10.8 Million
Q2 2022 Jul 19, 2022	SELL	$34.31 - $37.62 $280,449 - $307,505	-8,174 Reduced 2.43%	328,473 $11.3 Million
Q1 2022 May 02, 2022	BUY	$34.0 - $38.98 $382,466 - $438,486	11,249 Added 3.46%	336,647 $12.4 Million
Q4 2021 Feb 10, 2022	BUY	$33.36 - $35.53 $10.9 Million - $11.6 Million	325,398 New	325,398 $11.3 Million

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42B

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Cardinal Point Wealth Management Partners, LLC Ishares Gold Trust Transaction History