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

Beacon Capital Management LLC (Tennessee)’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
2022
Q4 		– Sell
-200
Closed -$4K – 995
2022
Q3 		$4K Hold
200
– – ﹤0.01% 614
2022
Q2 		$4K Hold
200
– – ﹤0.01% 662
2022
Q1 		$4K Buy
+200
New +$3.73K ﹤0.01% 662

Other funds holding AAAU

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AAAU Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AAAU in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 64 funds tracked by Wall St. Rank hold AAAU as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 200 Goldman Sachs Physical Gold ETF Shares shares in Q4 2022, an estimated $4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Goldman Sachs Physical Gold ETF Shares position peaked at $4K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.