EverSource Wealth Advisors’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
$11K Hold
336
﹤0.01% 2740
2025
Q1
$10.4K Sell
336
-57,584
-99% -$1.78M ﹤0.01% 2089
2024
Q4
$1.5M Buy
57,920
+16,120
+39% +$418K 0.08% 188
2024
Q3
$1.09M Sell
41,800
-785
-2% -$20.4K 0.07% 209
2024
Q2
$1.03M Buy
42,585
+11,071
+35% +$268K 0.07% 210
2024
Q1
$715K Buy
+31,514
New +$715K 0.06% 227