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Ipsen Advisor Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Ipsen Advisor Group’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 		$1.1M Buy
27,834
+1,911
+7% +$85K 0.71% 38
2026
Q1 		$1.2M Buy
+25,923
New +$1.25M 0.84% 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
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

Ipsen Advisor Group's AAAU Position: Q2 2026 in Review

Ipsen Advisor Group increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 7.4% in Q2 2026, buying an estimated $85K and bringing the position to 27,834 shares worth $1.1M. The position accounts for 0.71% of the portfolio, ranked #38.

Ipsen Advisor Group first reported a position in AAAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.2M in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Ipsen Advisor Group held 27,834 shares of Goldman Sachs Physical Gold ETF Shares worth $1.1M as of Q2 2026.
  • Ipsen Advisor Group bought 1,911 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $85K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.71% of Ipsen Advisor Group's portfolio in Q2 2026, its #38 holding.
  • Ipsen Advisor Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2026 and has held it in 2 quarters since.
  • Ipsen Advisor Group's Goldman Sachs Physical Gold ETF Shares position peaked at $1.2M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.