Beacon Capital Management Inc (Ohio)’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-195	Closed	-$8.3K	–	140
2025 Q4	$8.3K	Sell	195 -542	-74%	-$22.2K	﹤0.01%	90
2025 Q3	$28.1K	Sell	737 -572	-44%	-$19.5K	﹤0.01%	74
2025 Q2	$42.8K	Buy	+1,309	New	+$42.5K	﹤0.01%	54

Other funds holding AAAU

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s AAAU Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2026, closing a stake of 195 shares — an estimated $8.3K sold.

Beacon Capital Management Inc (Ohio) first reported a position in AAAU in Q2 2025 and held it in 3 quarters. The position peaked at $42.8K in Q2 2025. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 195 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $8.3K.
Beacon Capital Management Inc (Ohio) first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s Goldman Sachs Physical Gold ETF Shares position peaked at $42.8K in Q2 2025.
248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.