Creative Planning
AAAU icon

Creative Planning’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Creative Planning’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 		$2.56M Sell
55,512
-183
-0.3% -$8.8K ﹤0.01% 1708
2025
Q4 		$2.37M Buy
55,695
+2,914
+6% +$119K ﹤0.01% 1593
2025
Q3 		$2.01M Sell
52,781
-4,003
-7% -$137K ﹤0.01% 1544
2025
Q2 		$1.86M Buy
56,784
+8,145
+17% +$264K ﹤0.01% 1387
2025
Q1 		$1.5M Buy
48,639
+9,513
+24% +$270K ﹤0.01% 1400
2024
Q4 		$1.01M Buy
39,126
+1,158
+3% +$30.5K ﹤0.01% 1634
2024
Q3 		$988K Hold
37,968
– – ﹤0.01% 1519
2024
Q2 		$873K Buy
37,968
+406
+1% +$9.39K ﹤0.01% 1511
2024
Q1 		$826K Sell
37,562
-1,886
-5% -$38.7K ﹤0.01% 1470
2023
Q4 		$806K Buy
39,448
+2,086
+6% +$40.9K ﹤0.01% 1363
2023
Q3 		$684K Sell
37,362
-53
-0.1% -$1.01K ﹤0.01% 1355
2023
Q2 		$712K Buy
37,415
+25,398
+211% +$498K ﹤0.01% 1326
2023
Q1 		$235K Buy
12,017
+500
+4% +$9.38K ﹤0.01% 1999
2022
Q4 		$208K Buy
+11,517
New +$198K ﹤0.01% 1997
2021
Q2 		– Sell
-19,347
Closed -$329K – 2053
2021
Q1 		$329K Hold
19,347
– – ﹤0.01% 1735
2020
Q4 		$366K Sell
19,347
-30
-0.2% -$561 ﹤0.01% 1496
2020
Q3 		$364K Sell
19,377
-6,004
-24% -$114K ﹤0.01% 1295
2020
Q2 		$451K Buy
+25,381
New +$434K ﹤0.01% 1087

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

Creative Planning's AAAU Position: Q1 2026 in Review

Creative Planning reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.33% in Q1 2026, selling an estimated $8.8K and leaving 55,512 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Creative Planning first reported a position in AAAU in Q2 2020 and has held it in 18 quarters since. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Creative Planning held 55,512 shares of Goldman Sachs Physical Gold ETF Shares worth $2.56M as of Q1 2026.
  • Creative Planning sold 183 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $8.8K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1708 holding.
  • Creative Planning first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2020 and has held it in 18 quarters since.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.