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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$442K	Hold	13,538	–	–	0.01%	892
2025 Q1	$418K	Sell	13,538 -1,460	-10%	-$45.1K	0.01%	793
2024 Q4	$389K	Hold	14,998	–	–	0.01%	738
2024 Q3	$390K	Buy	14,998 +2,737	+22%	+$71.2K	0.01%	683
2024 Q2	$282K	Buy	+12,261	New	+$282K	0.01%	751