Brookwood Investment Group LLC IAU — ISHARES GOLD TR

Ownership history in Brookwood Investment Group LLC  ·  10 quarters on record

AI Ownership Summary

Brookwood Investment Group LLC reported ISHARES GOLD TR (IAU) in 10 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.69% in 2026 Q2. The latest visible filing shows IAU at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brookwood Investment Group LLC's position in ISHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAU was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAU stock page Brookwood Investment Group LLC fund profile Brookwood Investment Group LLC full holdings
How Brookwood Investment Group LLC held IAU — position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 71,785 +71,485 +23828.3% 0.61% $5.4M 2026-07-23 $76.15
2026 Q2 REDUCED 99.6% +2.6% ❌ 300 -81,300 -99.6% 0.00% $23K 2026-07-23 $76.15
2026 Q2 ADDED — — — 81,600 +63,674 +355.2% 0.69% $6.2M 2026-07-23 $76.15
2026 Q1 REDUCED 61.9% -14.3% ✅ 17,926 -29,074 -61.9% 0.20% $1.6M 2026-05-04 $84.97
2026 Q1 ADDED — — — 47,000 +29,473 +168.2% 0.51% $4.1M 2026-05-04 $84.97
2025 Q4 REDUCED 41.6% +8.6% ❌ 17,527 -12,473 -41.6% 0.17% $1.4M 2026-01-22 $92.56
2025 Q4 ADDED — — — 30,000 +14,937 +99.2% 0.01% $52K 2026-01-22 $92.56
2025 Q3 ADDED — — — 15,063 +262 +1.8% 0.14% $1.1M 2025-10-21 $77.38
2025 Q2 REDUCED 7.9% +15.7% ❌ 14,801 -1,275 -7.9% 0.15% $923K 2025-08-01 $63.29
2025 Q1 INITIATED — — — 16,076 — — 0.16% $948K 2025-05-06 $64.57

🏢 Other funds also holding IAU

As of 2026 Q3 — sorted by position size

Pennsylvania State University 48.85% Global Wealth Strategies & Associates 3Y 1.88% Stonebridge Financial Group, LLC 0.96% Noble Wealth Management PBC 0.75% Versant Capital Management, Inc 3Y 7Y 0.46% PRIVATE CLIENT SERVICES, LLC 0.24% DOLIVER ADVISORS, LP 3Y 7Y 0.16% Montecito Bank & Trust 3Y 7Y 0.04% BURKETT FINANCIAL SERVICES, LLC 0.04% Miller Global Investments, LLC 0.03%

FAQ About Brookwood Investment Group LLC and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brookwood Investment Group LLC reported owning IAU?

Brookwood Investment Group LLC reported IAU across 10 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported IAU position in Brookwood Investment Group LLC's portfolio?

The largest reported portfolio weight for IAU was 0.69% in 2026 Q2.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2026 Q2, when Brookwood Investment Group LLC reported 71,785 shares, equal to 0.61% of portfolio, with an estimated market value of $5.4M.

What does the chart on this IAU ownership page compare?

The chart compares Brookwood Investment Group LLC's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Brookwood Investment Group LLC time their IAU position?

Based on 13F filing dates vs. subsequent IAU price moves, Brookwood Investment Group LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on IAU relative to SPY over the holding period was +1082.4%.

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