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 Q2	$655K	Sell	16,543 -17	-0.1%	-$756	0.01%	1248
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

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

Concurrent Investment Advisors's AAAU Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.1% in Q2 2026, selling an estimated $756 and leaving 16,543 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #1248.

Concurrent Investment Advisors first reported a position in AAAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $765K in Q1 2026. 244 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Concurrent Investment Advisors held 16,543 shares of Goldman Sachs Physical Gold ETF Shares worth $655K as of Q2 2026.
Concurrent Investment Advisors sold 17 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $756.
Goldman Sachs Physical Gold ETF Shares made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1248 holding.
Concurrent Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $765K in Q1 2026.
244 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.