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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
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

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Heirloom Wealth Management's AAAU Position: Q1 2026 in Review

Heirloom Wealth Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 133% in Q1 2026, buying an estimated $4.91M and bringing the position to 178,748 shares worth $8.26M. The position accounts for 1.49% of the portfolio, ranked #22.

Heirloom Wealth Management first reported a position in AAAU in Q4 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Heirloom Wealth Management held 178,748 shares of Goldman Sachs Physical Gold ETF Shares worth $8.26M as of Q1 2026.
  • Heirloom Wealth Management bought 102,188 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $4.91M.
  • Goldman Sachs Physical Gold ETF Shares made up 1.49% of Heirloom Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Heirloom Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.