Chicago Partners Investment Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Chicago Partners Investment Group’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	-4,750	Closed	-$222K	–	1589
2026 Q1	$222K	Hold	4,750	–	–	0.01%	1285
2025 Q4	$233K	Buy	+4,750	New	+$195K	0.01%	1165

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

Chicago Partners Investment Group's AAAU Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 4,750 shares — an estimated $222K sold.

Chicago Partners Investment Group first reported a position in AAAU in Q4 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Chicago Partners Investment Group reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
Chicago Partners Investment Group sold 4,750 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $222K.
Chicago Partners Investment Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and held it in 2 quarters.
Chicago Partners Investment Group's Goldman Sachs Physical Gold ETF Shares position peaked at $233K in Q4 2025.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.