Rothwell Investment Advisors, LLC’s iShares Gold Trust IAU Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$9.33K	Buy	+120	New	+$9.6K	0.01%	790

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IAU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Gold Trust (IAU) in Q3 2026: 120 shares worth $9.33K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings.

1,229 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Rothwell Investment Advisors, LLC held 120 shares of iShares Gold Trust worth $9.33K as of Q3 2026.
iShares Gold Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Gold Trust made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #790 holding.
1,229 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.