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Rothschild Investment LLC’s iShares Gold Trust IAU Stock Holding History

Rothschild Investment 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
Q1 		$194K Sell
2,198
-810
-27% -$74.3K 0.01% 680
2025
Q4 		$244K Buy
3,008
+100
+3% +$7.82K 0.01% 560
2025
Q3 		$212K Hold
2,908
– – 0.01% 587
2025
Q2 		$181K Hold
2,908
– – 0.01% 531
2025
Q1 		$171K Hold
2,908
– – 0.01% 530
2024
Q4 		$144K Hold
2,908
– – 0.01% 569
2024
Q3 		$145K Sell
2,908
-20
-0.7% -$936 0.01% 582
2024
Q2 		$129K Buy
2,928
+709
+32% +$31.3K 0.01% 577
2024
Q1 		$93.2K Hold
2,219
– – 0.01% 608
2023
Q4 		$86.6K Buy
+2,219
New +$83K 0.01% 559

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rothschild Investment LLC's IAU Position: Q1 2026 in Review

Rothschild Investment LLC reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $74.3K and leaving 2,198 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #680.

Rothschild Investment LLC first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $244K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Rothschild Investment LLC held 2,198 shares of iShares Gold Trust worth $194K as of Q1 2026.
  • Rothschild Investment LLC sold 810 iShares Gold Trust shares in Q1 2026, an estimated $74.3K.
  • iShares Gold Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #680 holding.
  • Rothschild Investment LLC first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's iShares Gold Trust position peaked at $244K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.