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Essential Partners’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Essential Partners’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 		$221K Sell
5,588
-9,327
-63% -$415K 0.1% 207
2026
Q1 		$689K Buy
+14,915
New +$717K 0.23% 109

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Essential Partners's AAAU Position: Q2 2026 in Review

Essential Partners reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 63% in Q2 2026, selling an estimated $415K and leaving 5,588 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #207.

Essential Partners first reported a position in AAAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $689K in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Essential Partners held 5,588 shares of Goldman Sachs Physical Gold ETF Shares worth $221K as of Q2 2026.
  • Essential Partners sold 9,327 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $415K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.1% of Essential Partners's portfolio in Q2 2026, its #207 holding.
  • Essential Partners first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2026 and has held it in 2 quarters since.
  • Essential Partners's Goldman Sachs Physical Gold ETF Shares position peaked at $689K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.