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Colton Groome Financial Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Colton Groome Financial 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 		$12.3M Buy
310,579
+3,218
+1% +$143K 2.97% 7
2026
Q1 		$14.2M Buy
307,361
+24,350
+9% +$1.17M 4.04% 5
2025
Q4 		$12M Buy
283,011
+6,433
+2% +$264K 3.45% 6
2025
Q3 		$10.5M Buy
276,578
+24,655
+10% +$843K 3.23% 6
2025
Q2 		$8.23M Buy
251,923
+11,925
+5% +$387K 2.79% 7
2025
Q1 		$7.81M Buy
+239,998
New +$6.8M 3.03% 8

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Colton Groome Financial Advisors's AAAU Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 1% in Q2 2026, buying an estimated $143K and bringing the position to 310,579 shares worth $12.3M. The position accounts for 2.97% of the portfolio, ranked #7.

Colton Groome Financial Advisors first reported a position in AAAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.2M in Q1 2026. 64 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Colton Groome Financial Advisors held 310,579 shares of Goldman Sachs Physical Gold ETF Shares worth $12.3M as of Q2 2026.
  • Colton Groome Financial Advisors bought 3,218 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $143K.
  • Goldman Sachs Physical Gold ETF Shares made up 2.97% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Colton Groome Financial Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 6 quarters since.
  • Colton Groome Financial Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $14.2M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.