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

Centerline Wealth Advisors’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 		$207K Buy
+5,234
New +$233K 0.06% 78

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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 51.91% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Centerline Wealth Advisors's AAAU Position: Q2 2026 in Review

Centerline Wealth Advisors opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026: 5,234 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings.

65 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Centerline Wealth Advisors held 5,234 shares of Goldman Sachs Physical Gold ETF Shares worth $207K as of Q2 2026.
  • Goldman Sachs Physical Gold ETF Shares was a new Centerline Wealth Advisors position in Q2 2026.
  • Goldman Sachs Physical Gold ETF Shares made up 0.06% of Centerline Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • 65 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.