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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Blue Zone Wealth Advisors's AAAU Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q2 2026 at 12,850 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #80.

Blue Zone Wealth Advisors first reported a position in AAAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $594K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Blue Zone Wealth Advisors held 12,850 shares of Goldman Sachs Physical Gold ETF Shares worth $508K as of Q2 2026.
Blue Zone Wealth Advisors left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.09% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Blue Zone Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2024 and has held it in 9 quarters since.
Blue Zone Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $594K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.