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

Acumen 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	-63	Closed	-$2.91K	–	494
2026 Q1	$2.91K	Hold	63	–	–	﹤0.01%	414
2025 Q4	$2.68K	Buy	+63	New	+$2.58K	﹤0.01%	421

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Acumen Wealth Advisors sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 63 shares — an estimated $2.91K sold.

Acumen Wealth Advisors first reported a position in AAAU in Q4 2025 and held it in 2 quarters. The position peaked at $2.91K in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Acumen Wealth Advisors reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 63 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $2.91K.
Acumen Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and held it in 2 quarters.
Acumen Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $2.91K in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.