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Asset Planning Services (Pennsylvania)’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-6,589
Closed -$97K – 77
2019
Q3 		$97K Buy
+6,589
New +$97K 0.04% 102

Other funds holding AAAU

NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AAAU Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2019, closing a stake of 6,589 shares — an estimated $97K sold.

Asset Planning Services (Pennsylvania) first reported a position in AAAU in Q3 2019 and held it in 1 quarter. The position peaked at $97K in Q3 2019. 11 funds tracked by Wall St. Rank hold AAAU as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 6,589 Goldman Sachs Physical Gold ETF Shares shares in Q4 2019, an estimated $97K.
  • Asset Planning Services (Pennsylvania) first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Goldman Sachs Physical Gold ETF Shares position peaked at $97K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.