CWA Asset Management Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

CWA Asset Management 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
2026 Q2	$582K	Buy	14,719 +2,000	+16%	+$89K	0.02%	477
2026 Q1	$587K	Hold	12,719	–	–	0.02%	462
2025 Q4	$541K	Hold	12,719	–	–	0.02%	451
2025 Q3	$485K	Hold	12,719	–	–	0.02%	472
2025 Q2	$416K	Sell	12,719 -6,500	-34%	-$211K	0.02%	472
2025 Q1	$593K	Hold	19,219	–	–	0.03%	399
2024 Q4	$498K	Buy	19,219 +575	+3%	+$15.1K	0.03%	390
2024 Q3	$485K	Buy	+18,644	New	+$457K	0.03%	368

Other funds holding AAAU

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return