Rose Capital Advisors LLC’s iShares Gold Trust IAU Stock Holding History

Rose Capital 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 Q2	$1.22M	Buy	+16,164	New	+$1.37M	0.61%	36

Other funds holding IAU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rose Capital Advisors LLC's IAU Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares Gold Trust (IAU) in Q2 2026: 16,164 shares worth $1.22M. The stake represents 0.61% of the portfolio and ranks #36 among its holdings.

1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Rose Capital Advisors LLC held 16,164 shares of iShares Gold Trust worth $1.22M as of Q2 2026.
iShares Gold Trust was a new Rose Capital Advisors LLC position in Q2 2026.
iShares Gold Trust made up 0.61% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #36 holding.
1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.