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Laird Norton Wetherby Trust Company’s iShares Gold Trust IAU Stock Holding History

Laird Norton Wetherby Trust Company’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
2026
Q2 		$3.5M Sell
46,402
-5,277
-10% -$448K 0.07% 217
2026
Q1 		$4.56M Buy
51,679
+3,282
+7% +$301K 0.1% 159
2025
Q4 		$3.93M Buy
+48,397
New +$3.78M 0.08% 189
2023
Q4 		– Sell
-80,036
Closed -$2.8M – 118
2023
Q3 		$2.8M Sell
80,036
-7,335
-8% -$268K 0.36% 26
2023
Q2 		$3.18M Sell
87,371
-307
-0.4% -$11.5K 0.37% 24
2023
Q1 		$3.28M Sell
87,678
-4,291
-5% -$154K 0.41% 25
2022
Q4 		$3.18M Sell
91,969
-15,662
-15% -$514K 0.45% 21
2022
Q3 		$3.39M Buy
107,631
+42,966
+66% +$1.41M 0.77% 18
2022
Q2 		$2.22M Sell
64,665
-2,931
-4% -$104K 0.28% 27
2022
Q1 		$2.49M Buy
67,596
+104
+0.2% +$3.71K 0.23% 41
2021
Q4 		$2.35M Buy
67,492
+1,502
+2% +$51.3K 0.22% 37
2021
Q3 		$2.2M Buy
65,990
+550
+0.8% +$18.7K 0.23% 36
2021
Q2 		$2.21M Buy
65,440
+2,532
+4% +$87.5K 0.23% 37
2021
Q1 		$2.04M Sell
62,908
-2,585
-4% -$88.3K 0.23% 36
2020
Q4 		$2.38M Buy
+65,493
New +$2.34M 0.27% 33

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Laird Norton Wetherby Trust Company's IAU Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its iShares Gold Trust (IAU) stake by 10% in Q2 2026, selling an estimated $448K and leaving 46,402 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #217.

Laird Norton Wetherby Trust Company first reported a position in IAU in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.56M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 46,402 shares of iShares Gold Trust worth $3.5M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 5,277 iShares Gold Trust shares in Q2 2026, an estimated $448K.
  • iShares Gold Trust made up 0.07% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #217 holding.
  • Laird Norton Wetherby Trust Company first reported a position in iShares Gold Trust in Q4 2020 and has held it in 15 quarters since.
  • Laird Norton Wetherby Trust Company's iShares Gold Trust position peaked at $4.56M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.