Focus Partners Wealth’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Focus Partners Wealth’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	$244K	Sell	6,160 -47,647	-89%	-$2.12M	﹤0.01%	2386
2026 Q1	$2.49M	Buy	53,807 +481	+0.9%	+$23.1K	﹤0.01%	1222
2025 Q4	$2.27M	Sell	53,326 -10,881	-17%	-$446K	﹤0.01%	1272
2025 Q3	$2.45M	Sell	64,207 -6,272	-9%	-$214K	﹤0.01%	956
2025 Q2	$2.3M	Sell	70,479 -2,817	-4%	-$91.4K	0.01%	868
2025 Q1	$2.26M	Buy	+73,296	New	+$2.08M	0.01%	817

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

Focus Partners Wealth's AAAU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 89% in Q2 2026, selling an estimated $2.12M and leaving 6,160 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Focus Partners Wealth first reported a position in AAAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.49M in Q1 2026. 244 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Focus Partners Wealth held 6,160 shares of Goldman Sachs Physical Gold ETF Shares worth $244K as of Q2 2026.
Focus Partners Wealth sold 47,647 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $2.12M.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2386 holding.
Focus Partners Wealth first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 6 quarters since.
Focus Partners Wealth's Goldman Sachs Physical Gold ETF Shares position peaked at $2.49M in Q1 2026.
244 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.