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

Evelyn 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	$623K	Buy	+15,740	New	+$700K	﹤0.01%	202

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evelyn Partners's AAAU Position: Q2 2026 in Review

Evelyn Partners opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026: 15,740 shares worth $623K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings.

231 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Evelyn Partners held 15,740 shares of Goldman Sachs Physical Gold ETF Shares worth $623K as of Q2 2026.
Goldman Sachs Physical Gold ETF Shares was a new Evelyn Partners position in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #202 holding.
231 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.