Guidance Point Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Guidance Point 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	$1.41M	Buy	35,693 +5,572	+18%	+$248K	0.3%	36
2026 Q1	$1.39M	Sell	30,121 -3,373	-10%	-$162K	0.33%	34
2025 Q4	$1.43M	Sell	33,494 -3,002	-8%	-$123K	0.33%	33
2025 Q3	$1.39M	Sell	36,496 -3,256	-8%	-$111K	0.34%	33
2025 Q2	$1.3M	Sell	39,752 -2,625	-6%	-$85.2K	0.33%	34
2025 Q1	$1.31M	Buy	+42,377	New	+$1.2M	0.37%	34

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

Guidance Point Advisors's AAAU Position: Q2 2026 in Review

Guidance Point Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 18% in Q2 2026, buying an estimated $248K and bringing the position to 35,693 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #36.

Guidance Point Advisors first reported a position in AAAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Guidance Point Advisors held 35,693 shares of Goldman Sachs Physical Gold ETF Shares worth $1.41M as of Q2 2026.
Guidance Point Advisors bought 5,572 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $248K.
Goldman Sachs Physical Gold ETF Shares made up 0.3% of Guidance Point Advisors's portfolio in Q2 2026, its #36 holding.
Guidance Point Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 6 quarters since.
Guidance Point Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $1.43M in Q4 2025.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.