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Cauble & Harre Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Cauble & Harre 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
2026
Q2 		– Sell
-5,150
Closed -$239K – 73
2026
Q1 		$239K Buy
+5,150
New +$248K 0.19% 70

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

Cauble & Harre Wealth Management's AAAU Position: Q2 2026 in Review

Cauble & Harre Wealth Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 5,150 shares — an estimated $239K sold.

Cauble & Harre Wealth Management first reported a position in AAAU in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Cauble & Harre Wealth Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
  • Cauble & Harre Wealth Management sold 5,150 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $239K.
  • Cauble & Harre Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2026 and held it in 1 quarter.
  • Cauble & Harre Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $239K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.