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

IFP 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 		$831 Sell
21
-6,951
-100% -$309K ﹤0.01% 4556
2026
Q1 		$322K Sell
6,972
-579
-8% -$27.8K 0.01% 1153
2025
Q4 		$321K Sell
7,551
-3,569
-32% -$146K 0.01% 1131
2025
Q3 		$424K Sell
11,120
-94
-0.8% -$3.21K 0.01% 912
2025
Q2 		$366K Buy
11,214
+23
+0.2% +$747 0.01% 968
2025
Q1 		$346K Buy
11,191
+504
+5% +$14.3K 0.01% 924
2024
Q4 		$277K Sell
10,687
-145
-1% -$3.82K 0.01% 978
2024
Q3 		$282K Sell
10,832
-526
-5% -$12.9K 0.01% 928
2024
Q2 		$261K Sell
11,358
-1,592
-12% -$36.8K 0.01% 904
2024
Q1 		$285K Sell
12,950
-13,245
-51% -$272K 0.01% 833
2023
Q4 		$535K Buy
26,195
+1,650
+7% +$32.3K 0.03% 563
2023
Q3 		$449K Sell
24,545
-743
-3% -$14.2K 0.02% 636
2023
Q2 		$481K Buy
25,288
+18,944
+299% +$372K 0.02% 669
2023
Q1 		$115K Sell
6,344
-3,339
-34% -$62.7K 0.01% 1182
2022
Q4 		$199K Buy
+9,683
New +$166K 0.01% 1354

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

IFP Advisors's AAAU Position: Q2 2026 in Review

IFP Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 100% in Q2 2026, selling an estimated $309K and leaving 21 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #4556.

IFP Advisors first reported a position in AAAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $535K in Q4 2023. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • IFP Advisors held 21 shares of Goldman Sachs Physical Gold ETF Shares worth $831 as of Q2 2026.
  • IFP Advisors sold 6,951 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $309K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4556 holding.
  • IFP Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $535K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.