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

IEQ Capital’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 		– Sell
-4,920
Closed -$227K – 2012
2026
Q1 		$227K Buy
+4,920
New +$237K ﹤0.01% 1636

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IEQ Capital's AAAU Position: Q2 2026 in Review

IEQ Capital sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 4,920 shares — an estimated $227K sold.

IEQ Capital first reported a position in AAAU in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • IEQ Capital reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 4,920 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $227K.
  • IEQ Capital first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2026 and held it in 1 quarter.
  • IEQ Capital's Goldman Sachs Physical Gold ETF Shares position peaked at $227K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.