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

Exit 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	$1.24M	Hold	31,334	–	–	0.56%	46
2026 Q1	$1.45M	Hold	31,334	–	–	0.74%	29
2025 Q4	$1.33M	Hold	31,334	–	–	0.79%	32
2025 Q3	$1.19M	Buy	+31,334	New	+$1.07M	0.8%	36

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 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

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

Exit Wealth Advisors held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q2 2026 at 31,334 shares worth $1.24M. The position accounts for 0.56% of the portfolio, ranked #46.

Exit Wealth Advisors first reported a position in AAAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Exit Wealth Advisors held 31,334 shares of Goldman Sachs Physical Gold ETF Shares worth $1.24M as of Q2 2026.
Exit Wealth Advisors left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.56% of Exit Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Exit Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $1.45M in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.