Rothschild Investment LLC’s Gabelli Equity Trust GAB Stock Holding History

Rothschild Investment LLC’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34K	Hold	6,000	–	–	﹤0.01%	1352
2026 Q1	$33.6K	Hold	6,000	–	–	﹤0.01%	1233
2025 Q4	$37K	Hold	6,000	–	–	﹤0.01%	1115
2025 Q3	$36.5K	Hold	6,000	–	–	﹤0.01%	1082
2025 Q2	$34.9K	Hold	6,000	–	–	﹤0.01%	873
2025 Q1	$33.1K	Hold	6,000	–	–	﹤0.01%	876
2024 Q4	$32.3K	Hold	6,000	–	–	﹤0.01%	889
2024 Q3	$32.9K	Hold	6,000	–	–	﹤0.01%	879
2024 Q2	$31.2K	Hold	6,000	–	–	﹤0.01%	871
2024 Q1	$33.1K	Hold	6,000	–	–	﹤0.01%	815
2023 Q4	$30.5K	Buy	+6,000	New	+$30.1K	﹤0.01%	760

Other funds holding GAB

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Rothschild Investment LLC's GAB Position: Q2 2026 in Review

Rothschild Investment LLC held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 6,000 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Rothschild Investment LLC first reported a position in GAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $37K in Q4 2025. 180 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Rothschild Investment LLC held 6,000 shares of Gabelli Equity Trust worth $34K as of Q2 2026.
Rothschild Investment LLC left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1352 holding.
Rothschild Investment LLC first reported a position in Gabelli Equity Trust in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Gabelli Equity Trust position peaked at $37K in Q4 2025.
180 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.