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Concurrent Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Concurrent Investment 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
Q1 		$765K Buy
16,560
+528
+3% +$25.4K 0.01% 1002
2025
Q4 		$682K Buy
16,032
+2,494
+18% +$102K 0.01% 1011
2025
Q3 		$516K Hold
13,538
– – 0.01% 901
2025
Q2 		$442K Hold
13,538
– – 0.01% 898
2025
Q1 		$418K Sell
13,538
-1,460
-10% -$41.4K 0.01% 798
2024
Q4 		$389K Hold
14,998
– – 0.01% 747
2024
Q3 		$390K Buy
14,998
+2,737
+22% +$67.1K 0.01% 689
2024
Q2 		$282K Buy
+12,261
New +$284K 0.01% 760

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Concurrent Investment Advisors's AAAU Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 3.3% in Q1 2026, buying an estimated $25.4K and bringing the position to 16,560 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #1002.

Concurrent Investment Advisors first reported a position in AAAU in Q2 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Concurrent Investment Advisors held 16,560 shares of Goldman Sachs Physical Gold ETF Shares worth $765K as of Q1 2026.
  • Concurrent Investment Advisors bought 528 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $25.4K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1002 holding.
  • Concurrent Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2024 and has held it in 8 quarters since.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.