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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
Q3 		$229K Hold
5,588
– – 0.1% 209
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

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's AAAU Position: Q3 2026 in Review

Essential Partners held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q3 2026 at 5,588 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #209.

Essential Partners first reported a position in AAAU in Q1 2026 and has held it in 3 quarters since. The position peaked at $689K in Q1 2026. 37 funds tracked by Wall St. Rank hold AAAU as of Q3 2026.

  • Essential Partners held 5,588 shares of Goldman Sachs Physical Gold ETF Shares worth $229K as of Q3 2026.
  • Essential Partners left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q3 2026.
  • Goldman Sachs Physical Gold ETF Shares made up 0.1% of Essential Partners's portfolio in Q3 2026, its #209 holding.
  • Essential Partners first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Goldman Sachs Physical Gold ETF Shares position peaked at $689K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.