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Coppell Advisory Solutions’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$21.7K Buy
+1,060
New +$20.8K ﹤0.01% 710

Other funds holding AAAU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Coppell Advisory Solutions's AAAU Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2023: 1,060 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

100 funds tracked by Wall St. Rank hold AAAU as of Q4 2023.

  • Coppell Advisory Solutions held 1,060 shares of Goldman Sachs Physical Gold ETF Shares worth $21.7K as of Q4 2023.
  • Goldman Sachs Physical Gold ETF Shares was a new Coppell Advisory Solutions position in Q4 2023.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #710 holding.
  • 100 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.