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

Capital Advisors 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
-14,242
Closed -$258K – 144
2022
Q4 		$258K Buy
+14,242
New +$245K 0.08% 103

Other funds holding AAAU

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
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

Capital Advisors Wealth Management's AAAU Position: Q1 2023 in Review

Capital Advisors Wealth Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2023, closing a stake of 14,242 shares — an estimated $258K sold.

Capital Advisors Wealth Management first reported a position in AAAU in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 79 funds tracked by Wall St. Rank hold AAAU as of Q1 2023.

  • Capital Advisors Wealth Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 14,242 Goldman Sachs Physical Gold ETF Shares shares in Q1 2023, an estimated $258K.
  • Capital Advisors Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2022 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $258K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2023.

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