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Forefront Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Forefront Wealth Management’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
2025
Q4 		$1.25M Buy
29,401
+2,534
+9% +$104K 0.9% 35
2025
Q3 		$1.02M Buy
26,867
+2,153
+9% +$73.6K 0.75% 36
2025
Q2 		$808K Buy
+24,714
New +$802K 0.65% 35

Other funds holding AAAU

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Forefront Wealth Management's AAAU Position: Q4 2025 in Review

Forefront Wealth Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 9.4% in Q4 2025, buying an estimated $104K and bringing the position to 29,401 shares worth $1.25M. The position accounts for 0.9% of the portfolio, ranked #35.

Forefront Wealth Management first reported a position in AAAU in Q2 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold AAAU as of Q4 2025.

  • Forefront Wealth Management held 29,401 shares of Goldman Sachs Physical Gold ETF Shares worth $1.25M as of Q4 2025.
  • Forefront Wealth Management bought 2,534 Goldman Sachs Physical Gold ETF Shares shares in Q4 2025, an estimated $104K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.9% of Forefront Wealth Management's portfolio in Q4 2025, its #35 holding.
  • Forefront Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.