Capstone Wealth Management Group (Pennsylvania)’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-69,044	Closed	-$3.19M	–	97
2026 Q1	$3.19M	Buy	69,044 +22,097	+47%	+$1.06M	1.34%	22
2025 Q4	$2M	Buy	+46,947	New	+$1.92M	0.84%	26
2025 Q2	–	Sell	-93,731	Closed	-$2.89M	–	55
2025 Q1	$2.89M	Buy	+93,731	New	+$2.66M	1.65%	20
2024 Q4	–	Sell	-15,500	Closed	-$403K	–	74
2024 Q3	$403K	Buy	+15,500	New	+$380K	0.24%	59

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s AAAU Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 69,044 shares — an estimated $3.19M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AAAU in Q3 2024 and held it in 4 quarters. The position peaked at $3.19M in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 69,044 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $3.19M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2024 and held it in 4 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Goldman Sachs Physical Gold ETF Shares position peaked at $3.19M in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.