AFG
AAAU icon

Atomi Financial Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Atomi Financial Group’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 		$419K Buy
10,584
+1,230
+13% +$54.7K 0.01% 855
2026
Q1 		$432K Buy
+9,354
New +$450K 0.01% 772
2023
Q3 		– Sell
-10,000
Closed -$190K – 349
2023
Q2 		$190K Buy
+10,000
New +$196K 0.09% 255

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

Atomi Financial Group's AAAU Position: Q2 2026 in Review

Atomi Financial Group increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 13% in Q2 2026, buying an estimated $54.7K and bringing the position to 10,584 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #855.

Atomi Financial Group first reported a position in AAAU in Q2 2023 and has held it in 3 quarters since. The position peaked at $432K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Atomi Financial Group held 10,584 shares of Goldman Sachs Physical Gold ETF Shares worth $419K as of Q2 2026.
  • Atomi Financial Group bought 1,230 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $54.7K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #855 holding.
  • Atomi Financial Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2023 and has held it in 3 quarters since.
  • Atomi Financial Group's Goldman Sachs Physical Gold ETF Shares position peaked at $432K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.