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Freestone Capital Holdings’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Freestone Capital Holdings’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
2023
Q3 		– Sell
-10,000
Closed -$190K – 381
2023
Q2 		$190K Buy
+10,000
New +$196K 0.01% 361

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Stifel Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Freestone Capital Holdings's AAAU Position: Q3 2023 in Review

Freestone Capital Holdings sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q3 2023, closing a stake of 10,000 shares — an estimated $190K sold.

Freestone Capital Holdings first reported a position in AAAU in Q2 2023 and held it in 1 quarter. The position peaked at $190K in Q2 2023. 81 funds tracked by Wall St. Rank hold AAAU as of Q3 2023.

  • Freestone Capital Holdings reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q3 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 10,000 Goldman Sachs Physical Gold ETF Shares shares in Q3 2023, an estimated $190K.
  • Freestone Capital Holdings first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2023 and held it in 1 quarter.
  • Freestone Capital Holdings's Goldman Sachs Physical Gold ETF Shares position peaked at $190K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2023.

Based on Freestone Capital Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.