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

JFS Wealth 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	$5.5K	Buy	139 +118	+562%	+$5.25K	﹤0.01%	1242
2026 Q1	$970	Sell	21 -30	-59%	-$1.44K	﹤0.01%	1679
2025 Q4	$2.17K	Buy	51 +24	+89%	+$984	﹤0.01%	1523
2025 Q3	$1.03K	Buy	27 +7	+35%	+$239	﹤0.01%	1620
2025 Q2	$654	Buy	+20	New	+$649	﹤0.01%	1647

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

HWM

Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 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

JFS Wealth Advisors's AAAU Position: Q2 2026 in Review

JFS Wealth Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 562% in Q2 2026, buying an estimated $5.25K and bringing the position to 139 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

JFS Wealth Advisors first reported a position in AAAU in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

JFS Wealth Advisors held 139 shares of Goldman Sachs Physical Gold ETF Shares worth $5.5K as of Q2 2026.
JFS Wealth Advisors bought 118 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $5.25K.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1242 holding.
JFS Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.