Rothschild Investment LLC’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$994 | 0.01% | 582 |
|
2024
Q2 | $129K | Buy |
2,928
+709
| +32% | +$31.1K | 0.01% | 577 |
|
2024
Q1 | $93.2K | Hold |
2,219
| – | – | 0.01% | 608 |
|
2023
Q4 | $86.6K | Buy |
+2,219
| New | +$86.6K | 0.01% | 559 |
|