L.M. Kohn & Company’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-17,137	Closed	-$560K	–	122
2025 Q2	$560K	Buy	+17,137	New	+$556K	0.15%	126
2024 Q4	–	Sell	-13,848	Closed	-$360K	–	261
2024 Q3	$360K	Buy	+13,848	New	+$339K	0.09%	184
2024 Q1	–	Sell	-15,350	Closed	-$314K	–	274
2023 Q4	$314K	Buy	+15,350	New	+$301K	0.1%	177

Other funds holding AAAU

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

L.M. Kohn & Company's AAAU Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q3 2025, closing a stake of 17,137 shares — an estimated $560K sold.

L.M. Kohn & Company first reported a position in AAAU in Q4 2023 and held it in 3 quarters. The position peaked at $560K in Q2 2025. 207 funds tracked by Wall St. Rank hold AAAU as of Q3 2025.

L.M. Kohn & Company reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 17,137 Goldman Sachs Physical Gold ETF Shares shares in Q3 2025, an estimated $560K.
L.M. Kohn & Company first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2023 and held it in 3 quarters.
L.M. Kohn & Company's Goldman Sachs Physical Gold ETF Shares position peaked at $560K in Q2 2025.
207 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.