LNWTC
Laird Norton Wetherby Trust Company’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-80,036
| Closed | -$2.8M | – | 117 |
|
2023
Q3 | $2.8M | Sell |
80,036
-7,335
| -8% | -$257K | 0.36% | 26 |
|
2023
Q2 | $3.18M | Sell |
87,371
-307
| -0.4% | -$11.2K | 0.37% | 24 |
|
2023
Q1 | $3.28M | Sell |
87,678
-4,291
| -5% | -$160K | 0.41% | 25 |
|
2022
Q4 | $3.18M | Sell |
91,969
-15,662
| -15% | -$542K | 0.45% | 21 |
|
2022
Q3 | $3.39M | Buy |
107,631
+42,966
| +66% | +$1.35M | 0.77% | 18 |
|
2022
Q2 | $2.22M | Sell |
64,665
-2,931
| -4% | -$101K | 0.28% | 27 |
|
2022
Q1 | $2.49M | Buy |
67,596
+104
| +0.2% | +$3.83K | 0.23% | 41 |
|
2021
Q4 | $2.35M | Buy |
67,492
+1,502
| +2% | +$52.3K | 0.22% | 37 |
|
2021
Q3 | $2.2M | Buy |
65,990
+550
| +0.8% | +$18.4K | 0.23% | 36 |
|
2021
Q2 | $2.21M | Sell |
65,440
-60,376
| -48% | -$2.03M | 0.23% | 37 |
|
2021
Q1 | $2.05M | Sell |
125,816
-5,170
| -4% | -$84K | 0.23% | 36 |
|
2020
Q4 | $2.38M | Buy |
+130,986
| New | +$2.38M | 0.27% | 33 |
|