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Acorn Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Acorn Wealth Advisors’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
2026
Q2 		– Sell
-4,744
Closed -$219K – 304
2026
Q1 		$219K Sell
4,744
-1,942
-29% -$93.4K 0.06% 250
2025
Q4 		$284K Sell
6,686
-1,349
-17% -$55.3K 0.08% 213
2025
Q3 		$306K Buy
+8,035
New +$275K 0.1% 205

Other funds holding AAAU

NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Acorn Wealth Advisors's AAAU Position: Q2 2026 in Review

Acorn Wealth Advisors sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 4,744 shares — an estimated $219K sold.

Acorn Wealth Advisors first reported a position in AAAU in Q3 2025 and held it in 3 quarters. The position peaked at $306K in Q3 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Acorn Wealth Advisors reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,744 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $219K.
  • Acorn Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and held it in 3 quarters.
  • Acorn Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $306K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.