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

Bright Futures 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
2024
Q4 		– Sell
-32,516
Closed -$896K – 126
2024
Q3 		$896K Buy
+32,516
New +$797K 0.43% 72

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Bright Futures Wealth Management's AAAU Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2024, closing a stake of 32,516 shares — an estimated $896K sold.

Bright Futures Wealth Management first reported a position in AAAU in Q3 2024 and held it in 1 quarter. The position peaked at $896K in Q3 2024. 146 funds tracked by Wall St. Rank hold AAAU as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 32,516 Goldman Sachs Physical Gold ETF Shares shares in Q4 2024, an estimated $896K.
  • Bright Futures Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $896K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.