EverSource Wealth Advisors
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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
Q3 		$100K Sell
2,451
-324
-12% -$13.6K ﹤0.01% 1384
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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

EverSource Wealth Advisors's AAAU Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 12% in Q3 2026, selling an estimated $13.6K and leaving 2,451 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

EverSource Wealth Advisors first reported a position in AAAU in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2024. 198 funds tracked by Wall St. Rank hold AAAU as of Q3 2026.

  • EverSource Wealth Advisors held 2,451 shares of Goldman Sachs Physical Gold ETF Shares worth $100K as of Q3 2026.
  • EverSource Wealth Advisors sold 324 Goldman Sachs Physical Gold ETF Shares shares in Q3 2026, an estimated $13.6K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1384 holding.
  • EverSource Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2024 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $1.5M in Q4 2024.
  • 198 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.