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Baystate Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Baystate Wealth Management’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
2020
Q3 		– Sell
-1,000
Closed -$18K – 628
2020
Q2 		$18K Buy
+1,000
New +$17.1K ﹤0.01% 317

Other funds holding AAAU

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Baystate Wealth Management's AAAU Position: Q3 2020 in Review

Baystate Wealth Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q3 2020, closing a stake of 1,000 shares — an estimated $18K sold.

Baystate Wealth Management first reported a position in AAAU in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 36 funds tracked by Wall St. Rank hold AAAU as of Q3 2020.

  • Baystate Wealth Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 1,000 Goldman Sachs Physical Gold ETF Shares shares in Q3 2020, an estimated $18K.
  • Baystate Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2020 and held it in 1 quarter.
  • Baystate Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $18K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.