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Essex Financial Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Essex Financial Services’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
Q1 		$2.92M Sell
63,188
-185
-0.3% -$8.89K 0.16% 135
2025
Q4 		$2.7M Sell
63,373
-475
-0.7% -$19.5K 0.15% 133
2025
Q3 		$2.43M Sell
63,848
-25
-0% -$854 0.15% 139
2025
Q2 		$2.09M Sell
63,873
-6,530
-9% -$212K 0.14% 148
2025
Q1 		$2.17M Sell
70,403
-450
-0.6% -$12.8K 0.16% 134
2024
Q4 		$1.84M Sell
70,853
-2,950
-4% -$77.6K 0.13% 148
2024
Q3 		$2.01M Sell
73,803
-125
-0.2% -$3.06K 0.14% 134
2024
Q2 		$1.77M Buy
73,928
+6,300
+9% +$146K 0.13% 152
2024
Q1 		$1.49M Buy
67,628
+3,676
+6% +$75.4K 0.14% 150
2023
Q4 		$1.31M Buy
63,952
+7,974
+14% +$156K 0.14% 150
2023
Q3 		$1.02M Buy
55,978
+22,550
+67% +$431K 0.12% 173
2023
Q2 		$636K Buy
33,428
+600
+2% +$11.8K 0.07% 244
2023
Q1 		$642K Buy
32,828
+12,088
+58% +$227K 0.07% 248
2022
Q4 		$375K Buy
20,740
+2,500
+14% +$42.9K 0.04% 330
2022
Q3 		$301K Buy
+18,240
New +$313K 0.04% 338

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Essex Financial Services's AAAU Position: Q1 2026 in Review

Essex Financial Services reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.29% in Q1 2026, selling an estimated $8.89K and leaving 63,188 shares worth $2.92M. The position accounts for 0.16% of the portfolio, ranked #135.

Essex Financial Services first reported a position in AAAU in Q3 2022 and has held it in 15 quarters since. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Essex Financial Services held 63,188 shares of Goldman Sachs Physical Gold ETF Shares worth $2.92M as of Q1 2026.
  • Essex Financial Services sold 185 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $8.89K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.16% of Essex Financial Services's portfolio in Q1 2026, its #135 holding.
  • Essex Financial Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2022 and has held it in 15 quarters since.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.