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 Q3	$815K	Buy	11,205 +355	+3%	+$23.2K	0.03%	430
2025 Q2	$677K	Buy	+10,850	New	+$672K	0.03%	479
2024 Q4	$487K	Buy	9,831 +2,501	+34%	+$126K	0.02%	540
2024 Q3	$364K	Sell	7,330 -205	-3%	-$9.6K	0.02%	669
2024 Q2	$331K	Sell	7,535 -683	-8%	-$30.2K	0.02%	677
2024 Q1	$345K	Sell	8,218 -1,575	-16%	-$61.7K	0.02%	695
2023 Q4	$382K	Buy	9,793 +2,197	+29%	+$82.2K	0.02%	641
2023 Q3	$266K	Sell	7,596 -7,326	-49%	-$267K	0.02%	721
2023 Q2	$543K	Buy	14,922 +7,678	+106%	+$288K	0.03%	510
2023 Q1	$271K	Buy	7,244 +1,448	+25%	+$52K	0.02%	740
2022 Q4	$200K	Buy	+5,796	New	+$190K	0.01%	799
2022 Q3	–	Sell	-5,837	Closed	-$200K	–	905
2022 Q2	$200K	Sell	5,837 -516	-8%	-$18.4K	0.01%	817
2022 Q1	$234K	Sell	6,353 -141	-2%	-$5.04K	0.01%	805
2021 Q4	$226K	Hold	6,494	–	–	0.01%	818
2021 Q3	$217K	Buy	6,494 +20	+0.3%	+$681	0.01%	836
2021 Q2	$218K	Buy	+6,474	New	+$224K	0.01%	837
2021 Q1	–	Sell	-5,213	Closed	-$189K	–	833
2020 Q4	$189K	Buy	+5,213	New	+$187K	0.01%	832