Blue Zone Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Blue Zone Wealth Advisors’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	$508K	Hold	12,850	–	–	0.09%	80
2026 Q1	$594K	Hold	12,850	–	–	0.12%	76
2025 Q4	$547K	Hold	12,850	–	–	0.1%	91
2025 Q3	$490K	Hold	12,850	–	–	0.1%	88
2025 Q2	$420K	Hold	12,850	–	–	0.1%	77
2025 Q1	$397K	Hold	12,850	–	–	0.11%	77
2024 Q4	$333K	Hold	12,850	–	–	0.1%	84
2024 Q3	$334K	Sell	12,850 -600	-4%	-$14.7K	0.1%	78
2024 Q2	$309K	Buy	+13,450	New	+$311K	0.11%	72

Other funds holding AAAU

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return