EverSource Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

EverSource Wealth Advisors’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	$110K	Sell	2,775 -3,018	-52%	-$134K	﹤0.01%	1330
2026 Q1	$268K	Sell	5,793 -2,294	-28%	-$110K	0.01%	904
2025 Q4	$344K	Buy	8,087 +7,751	+2,307%	+$318K	0.01%	700
2025 Q3	$12.8K	Hold	336	–	–	﹤0.01%	2680
2025 Q2	$11K	Hold	336	–	–	﹤0.01%	2748
2025 Q1	$10.4K	Sell	336 -57,584	-99%	-$1.63M	﹤0.01%	2091
2024 Q4	$1.5M	Buy	57,920 +16,120	+39%	+$424K	0.08%	188
2024 Q3	$1.09M	Sell	41,800 -785	-2%	-$19.2K	0.07%	209
2024 Q2	$1.03M	Buy	42,585 +11,071	+35%	+$256K	0.07%	210
2024 Q1	$715K	Buy	+31,514	New	+$647K	0.06%	227

Other funds holding AAAU

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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 51.91% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

EverSource Wealth Advisors's AAAU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 52% in Q2 2026, selling an estimated $134K and leaving 2,775 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

EverSource Wealth Advisors first reported a position in AAAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2024. 97 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

EverSource Wealth Advisors held 2,775 shares of Goldman Sachs Physical Gold ETF Shares worth $110K as of Q2 2026.
EverSource Wealth Advisors sold 3,018 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $134K.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1330 holding.
EverSource Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $1.5M in Q4 2024.
97 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.