Laird Norton Wetherby Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $189K | Buy |
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