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Rossmore Private Capital’s iShares Gold Trust IAU Stock Holding History

Rossmore Private Capital’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 		$418K Hold
5,540
– – 0.03% 231
2026
Q1 		$488K Hold
5,540
– – 0.04% 204
2025
Q4 		$450K Buy
+5,540
New +$433K 0.04% 213

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Rossmore Private Capital's IAU Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,540 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #231.

Rossmore Private Capital first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Rossmore Private Capital held 5,540 shares of iShares Gold Trust worth $418K as of Q2 2026.
  • Rossmore Private Capital left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Rossmore Private Capital's portfolio in Q2 2026, its #231 holding.
  • Rossmore Private Capital first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Rossmore Private Capital's iShares Gold Trust position peaked at $488K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.