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

Laird Norton Wetherby Wealth Management’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
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IAU Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares Gold Trust (IAU) stake by 3.3% in Q3 2025, buying an estimated $23.2K and bringing the position to 11,205 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #430.

Laird Norton Wetherby Wealth Management first reported a position in IAU in Q4 2020 and has held it in 17 quarters since. 1,709 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 11,205 shares of iShares Gold Trust worth $815K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 355 iShares Gold Trust shares in Q3 2025, an estimated $23.2K.
  • iShares Gold Trust made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #430 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 17 quarters since.
  • 1,709 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.