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Foundations Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Foundations Investment 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 		$2.37M Sell
59,860
-16,181
-21% -$720K 0.02% 367
2026
Q1 		$3.51M Sell
76,041
-43,229
-36% -$2.08M 0.04% 275
2025
Q4 		$5.07M Buy
119,270
+46,391
+64% +$1.9M 0.07% 222
2025
Q3 		$2.78M Buy
72,879
+1,105
+2% +$37.8K 0.04% 283
2025
Q2 		$2.35M Sell
71,774
-4,214
-6% -$137K 0.04% 293
2025
Q1 		$2.35M Sell
75,988
-8,327
-10% -$236K 0.04% 275
2024
Q4 		$2.19M Sell
84,315
-12,572
-13% -$331K 0.04% 277
2024
Q3 		$2.52M Buy
96,887
+10,770
+13% +$264K 0.05% 240
2024
Q2 		$1.98M Sell
86,117
-6,385
-7% -$148K 0.05% 235
2024
Q1 		$2.03M Sell
92,502
-27,140
-23% -$557K 0.05% 230
2023
Q4 		$2.43M Sell
119,642
-127,088
-52% -$2.49M 0.07% 207
2023
Q3 		$4.52M Sell
246,730
-78,816
-24% -$1.5M 0.14% 120
2023
Q2 		$6.2M Buy
325,546
+231,175
+245% +$4.53M 0.21% 77
2023
Q1 		$1.84M Buy
94,371
+15,474
+20% +$290K 0.07% 179
2022
Q4 		$1.43M Buy
78,897
+22,513
+40% +$387K 0.06% 169
2022
Q3 		$930K Sell
56,384
-161,882
-74% -$2.77M 0.04% 180
2022
Q2 		$3.77M Buy
218,266
+11,343
+5% +$211K 0.16% 70
2022
Q1 		$4.05M Buy
+206,923
New +$3.86M 0.16% 54

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Foundations Investment Advisors's AAAU Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 21% in Q2 2026, selling an estimated $720K and leaving 59,860 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #367.

Foundations Investment Advisors first reported a position in AAAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.2M in Q2 2023. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Foundations Investment Advisors held 59,860 shares of Goldman Sachs Physical Gold ETF Shares worth $2.37M as of Q2 2026.
  • Foundations Investment Advisors sold 16,181 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $720K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #367 holding.
  • Foundations Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2022 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $6.2M in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.