Crown Wealth Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Crown Wealth Group’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 Q3	–	Sell	-10,390	Closed	-$198K	–	71
2023 Q2	$198K	Buy	+10,390	New	+$204K	0.16%	65

Other funds holding AAAU

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Crown Wealth Group's AAAU Position: Q3 2023 in Review

Crown Wealth Group sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q3 2023, closing a stake of 10,390 shares — an estimated $198K sold.

Crown Wealth Group first reported a position in AAAU in Q2 2023 and held it in 1 quarter. The position peaked at $198K in Q2 2023. 81 funds tracked by Wall St. Rank hold AAAU as of Q3 2023.

Crown Wealth Group reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q3 2023 after selling out during the quarter.
Crown Wealth Group sold 10,390 Goldman Sachs Physical Gold ETF Shares shares in Q3 2023, an estimated $198K.
Crown Wealth Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2023 and held it in 1 quarter.
Crown Wealth Group's Goldman Sachs Physical Gold ETF Shares position peaked at $198K in Q2 2023.
81 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2023.

Based on Crown Wealth Group's 13F filing for Q3 2023, filed 25 Oct 2023.