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 Q2	$1.96M	Sell	49,586 -5,926	-11%	-$264K	﹤0.01%	2105
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

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

Creative Planning's AAAU Position: Q2 2026 in Review

Creative Planning reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 11% in Q2 2026, selling an estimated $264K and leaving 49,586 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Creative Planning first reported a position in AAAU in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.56M in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Creative Planning held 49,586 shares of Goldman Sachs Physical Gold ETF Shares worth $1.96M as of Q2 2026.
Creative Planning sold 5,926 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $264K.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2105 holding.
Creative Planning first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2020 and has held it in 19 quarters since.
Creative Planning's Goldman Sachs Physical Gold ETF Shares position peaked at $2.56M in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.