Laird Norton Wetherby Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
+10,850
| New | +$677K | 0.03% | 478 |
|
|
2024
Q4 | $487K | Buy |
9,831
+2,501
| +34% | +$124K | 0.02% | 540 |
|
|
2024
Q3 | $364K | Sell |
7,330
-205
| -3% | -$10.2K | 0.02% | 669 |
|
|
2024
Q2 | $331K | Sell |
7,535
-683
| -8% | -$30K | 0.02% | 673 |
|
|
2024
Q1 | $345K | Sell |
8,218
-1,575
| -16% | -$66.2K | 0.02% | 691 |
|
|
2023
Q4 | $382K | Buy |
9,793
+2,197
| +29% | +$85.7K | 0.02% | 638 |
|
|
2023
Q3 | $266K | Sell |
7,596
-7,326
| -49% | -$256K | 0.02% | 719 |
|
|
2023
Q2 | $543K | Buy |
14,922
+7,678
| +106% | +$279K | 0.03% | 510 |
|
|
2023
Q1 | $271K | Buy |
7,244
+1,448
| +25% | +$54.1K | 0.02% | 739 |
|
|
2022
Q4 | $200K | Buy |
+5,796
| New | +$200K | 0.01% | 796 |
|
|
2022
Q3 | – | Sell |
-5,837
| Closed | -$200K | – | 892 |
|
|
2022
Q2 | $200K | Sell |
5,837
-516
| -8% | -$17.7K | 0.01% | 815 |
|
|
2022
Q1 | $234K | Sell |
6,353
-141
| -2% | -$5.19K | 0.01% | 800 |
|
|
2021
Q4 | $226K | Hold |
6,494
| – | – | 0.01% | 806 |
|
|
2021
Q3 | $217K | Buy |
6,494
+20
| +0.3% | +$668 | 0.01% | 817 |
|
|
2021
Q2 | $218K | Buy |
+6,474
| New | +$218K | 0.01% | 823 |
|
|
2021
Q1 | – | Sell |
-5,213
| Closed | -$189K | – | 826 |
|
|
2020
Q4 | $189K | Buy |
+5,213
| New | +$189K | 0.01% | 816 |
|