First Heartland Consultants’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

First Heartland Consultants’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	$311K	Buy	7,854 +137	+2%	+$6.1K	0.02%	453
2026 Q1	$356K	Sell	7,717 -466	-6%	-$22.4K	0.03%	361
2025 Q4	$348K	Buy	8,183 +2,490	+44%	+$102K	0.03%	381
2025 Q3	$217K	Buy	+5,693	New	+$195K	0.02%	489
2025 Q2	–	Sell	-8,624	Closed	-$260K	–	504
2025 Q1	$260K	Buy	+8,624	New	+$244K	0.03%	376

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

First Heartland Consultants's AAAU Position: Q2 2026 in Review

First Heartland Consultants increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 1.8% in Q2 2026, buying an estimated $6.1K and bringing the position to 7,854 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #453.

First Heartland Consultants first reported a position in AAAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $356K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

First Heartland Consultants held 7,854 shares of Goldman Sachs Physical Gold ETF Shares worth $311K as of Q2 2026.
First Heartland Consultants bought 137 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $6.1K.
Goldman Sachs Physical Gold ETF Shares made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #453 holding.
First Heartland Consultants first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 5 quarters since.
First Heartland Consultants's Goldman Sachs Physical Gold ETF Shares position peaked at $356K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.