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

Buckley 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
2023
Q1 		– Sell
-41,200
Closed -$745K – 101
2022
Q4 		$745K Buy
+41,200
New +$708K 0.27% 63

Other funds holding AAAU

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Buckley Wealth Management's AAAU Position: Q1 2023 in Review

Buckley Wealth Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2023, closing a stake of 41,200 shares — an estimated $745K sold.

Buckley Wealth Management first reported a position in AAAU in Q4 2022 and held it in 1 quarter. The position peaked at $745K in Q4 2022. 79 funds tracked by Wall St. Rank hold AAAU as of Q1 2023.

  • Buckley Wealth Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q1 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 41,200 Goldman Sachs Physical Gold ETF Shares shares in Q1 2023, an estimated $745K.
  • Buckley Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2022 and held it in 1 quarter.
  • Buckley Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $745K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2023.

Based on Buckley Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.