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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
Q2 		$148K Buy
3,752
+3,249
+646% +$145K ﹤0.01% 755
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

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Analysts LLC's AAAU Position: Q2 2026 in Review

Capital Analysts LLC increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 646% in Q2 2026, buying an estimated $145K and bringing the position to 3,752 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Capital Analysts LLC first reported a position in AAAU in Q3 2024 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Capital Analysts LLC held 3,752 shares of Goldman Sachs Physical Gold ETF Shares worth $148K as of Q2 2026.
  • Capital Analysts LLC bought 3,249 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $145K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #755 holding.
  • Capital Analysts LLC first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2024 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.