Rothschild Investment LLC’s Gladstone Commercial Corp GOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.78K	Buy	243 +93	+62%	+$1.09K	﹤0.01%	2386
2025 Q4	$1.6K	Buy	150 +120	+400%	+$1.33K	﹤0.01%	2475
2025 Q3	$370	Sell	30 -155	-84%	-$2.06K	﹤0.01%	2891
2025 Q2	$2.65K	Buy	185 +40	+28%	+$568	﹤0.01%	1868
2025 Q1	$2.17K	Buy	145 +60	+71%	+$946	﹤0.01%	1844
2024 Q4	$1.38K	Buy	85 +10	+13%	+$166	﹤0.01%	2029
2024 Q3	$1.22K	Buy	75 +45	+150%	+$675	﹤0.01%	2023
2024 Q2	$428	Buy	30 +20	+200%	+$278	﹤0.01%	2116
2024 Q1	$138	Buy	+10	New	+$130	﹤0.01%	1976

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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Renaissance Technologies

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return