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Abound Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Abound Wealth Management’s Portfolio AAAU Stock Details AAAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19
Closed -$495 – 1226
2024
Q3 		$495 Buy
+19
New +$466 ﹤0.01% 876

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Royal Bank of Canada
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LPL Financial
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AF
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AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Abound Wealth Management's AAAU Position: Q4 2024 in Review

Abound Wealth Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2024, closing a stake of 19 shares — an estimated $495 sold.

Abound Wealth Management first reported a position in AAAU in Q3 2024 and held it in 1 quarter. The position peaked at $495 in Q3 2024. 146 funds tracked by Wall St. Rank hold AAAU as of Q4 2024.

  • Abound Wealth Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 19 Goldman Sachs Physical Gold ETF Shares shares in Q4 2024, an estimated $495.
  • Abound Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $495 in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.