EFS
Essex Financial Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
63,873
-6,530
| -9% | -$213K | 0.14% | 148 |
|
|
2025
Q1 | $2.17M | Sell |
70,403
-450
| -0.6% | -$13.9K | 0.16% | 134 |
|
|
2024
Q4 | $1.84M | Sell |
70,853
-2,950
| -4% | -$76.5K | 0.13% | 148 |
|
|
2024
Q3 | $2.01M | Sell |
73,803
-125
| -0.2% | -$3.4K | 0.14% | 134 |
|
|
2024
Q2 | $1.77M | Buy |
73,928
+6,300
| +9% | +$151K | 0.13% | 152 |
|
|
2024
Q1 | $1.49M | Buy |
67,628
+3,676
| +6% | +$80.8K | 0.14% | 150 |
|
|
2023
Q4 | $1.31M | Buy |
63,952
+7,974
| +14% | +$163K | 0.14% | 150 |
|
|
2023
Q3 | $1.02M | Buy |
55,978
+22,550
| +67% | +$413K | 0.12% | 173 |
|
|
2023
Q2 | $636K | Buy |
33,428
+600
| +2% | +$11.4K | 0.07% | 244 |
|
|
2023
Q1 | $642K | Buy |
32,828
+12,088
| +58% | +$236K | 0.07% | 248 |
|
|
2022
Q4 | $375K | Buy |
20,740
+2,500
| +14% | +$45.2K | 0.04% | 330 |
|
|
2022
Q3 | $301K | Buy |
+18,240
| New | +$301K | 0.04% | 338 |
|