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