Fourth Dimension Wealth’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Fourth Dimension 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	$81.4K	Hold	2,057	–	–	0.03%	214
2026 Q1	$95K	Hold	2,057	–	–	0.04%	177
2025 Q4	$87.5K	Hold	2,057	–	–	0.03%	188
2025 Q3	$78.4K	Hold	2,057	–	–	0.03%	187
2025 Q2	$67.2K	Hold	2,057	–	–	0.03%	201
2025 Q1	$63.5K	Buy	+2,057	New	+$58.3K	0.03%	201

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

Fourth Dimension Wealth's AAAU Position: Q2 2026 in Review

Fourth Dimension Wealth held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q2 2026 at 2,057 shares worth $81.4K. The position accounts for 0.03% of the portfolio, ranked #214.

Fourth Dimension Wealth first reported a position in AAAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $95K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Fourth Dimension Wealth held 2,057 shares of Goldman Sachs Physical Gold ETF Shares worth $81.4K as of Q2 2026.
Fourth Dimension Wealth left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #214 holding.
Fourth Dimension Wealth first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 6 quarters since.
Fourth Dimension Wealth's Goldman Sachs Physical Gold ETF Shares position peaked at $95K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.