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

Arkadios 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	$2.53M	Buy	+63,964	New	+$2.85M	0.04%	454
2021 Q3	–	Sell	-2,650	Closed	-$46K	–	1849
2021 Q2	$46K	Sell	2,650 -300	-10%	-$5.42K	0.01%	950
2021 Q1	$50K	Sell	2,950 -50	-2%	-$892	0.01%	689
2020 Q4	$56K	Buy	+3,000	New	+$56.1K	0.01%	531

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

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

Arkadios Wealth Advisors opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026: 63,964 shares worth $2.53M. The stake represents 0.04% of the portfolio and ranks #454 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in AAAU as recently as Q2 2021.

Arkadios Wealth Advisors first reported a position in AAAU in Q4 2020 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Arkadios Wealth Advisors held 63,964 shares of Goldman Sachs Physical Gold ETF Shares worth $2.53M as of Q2 2026.
Goldman Sachs Physical Gold ETF Shares was a new Arkadios Wealth Advisors position in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #454 holding.
Arkadios Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2020 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.