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

Heirloom 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
2026 Q2	$39.8M	Buy	1,005,004 +826,256	+462%	+$36.8M	5.76%	3
2026 Q1	$8.26M	Buy	178,748 +102,188	+133%	+$4.91M	1.49%	22
2025 Q4	$3.26M	Buy	+76,560	New	+$3.14M	0.75%	23

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heirloom Wealth Management's AAAU Position: Q2 2026 in Review

Heirloom Wealth Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 462% in Q2 2026, buying an estimated $36.8M and bringing the position to 1,005,004 shares worth $39.8M. The position accounts for 5.76% of the portfolio, ranked #3.

Heirloom Wealth Management first reported a position in AAAU in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Heirloom Wealth Management held 1,005,004 shares of Goldman Sachs Physical Gold ETF Shares worth $39.8M as of Q2 2026.
Heirloom Wealth Management bought 826,256 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $36.8M.
Goldman Sachs Physical Gold ETF Shares made up 5.76% of Heirloom Wealth Management's portfolio in Q2 2026, its #3 holding.
Heirloom Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.