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Capital Analysts LLC’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Capital Analysts LLC’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
Q1 		$23K Buy
+503
New +$24.2K ﹤0.01% 1094
2024
Q4 		– Sell
-1,900
Closed -$49K – 1289
2024
Q3 		$49K Buy
+1,900
New +$46.6K ﹤0.01% 723

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Capital Analysts LLC's AAAU Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2026: 503 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in AAAU as recently as Q3 2024.

Capital Analysts LLC first reported a position in AAAU in Q3 2024 and has held it in 2 quarters since. The position peaked at $49K in Q3 2024. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Capital Analysts LLC held 503 shares of Goldman Sachs Physical Gold ETF Shares worth $23K as of Q1 2026.
  • Goldman Sachs Physical Gold ETF Shares was a new Capital Analysts LLC position in Q1 2026.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1094 holding.
  • Capital Analysts LLC first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2024 and has held it in 2 quarters since.
  • Capital Analysts LLC's Goldman Sachs Physical Gold ETF Shares position peaked at $49K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.