Level Four Advisory Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Level Four Advisory Services’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	$520K	Buy	13,134 +1,371	+12%	+$61K	0.01%	609
2026 Q1	$543K	Buy	11,763 +138	+1%	+$6.63K	0.02%	567
2025 Q4	$495K	Sell	11,625 -282	-2%	-$11.6K	0.02%	571
2025 Q3	$454K	Buy	11,907 +937	+9%	+$32K	0.02%	581
2025 Q2	$359K	Buy	+10,970	New	+$356K	0.01%	609
2022 Q4	–	Sell	-22,674	Closed	-$374K	–	679
2022 Q3	$374K	Buy	22,674 +5,277	+30%	+$90.4K	0.04%	375
2022 Q2	$312K	Buy	+17,397	New	+$324K	0.03%	443

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

Level Four Advisory Services's AAAU Position: Q2 2026 in Review

Level Four Advisory Services increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 12% in Q2 2026, buying an estimated $61K and bringing the position to 13,134 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #609.

Level Four Advisory Services first reported a position in AAAU in Q2 2022 and has held it in 7 quarters since. The position peaked at $543K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Level Four Advisory Services held 13,134 shares of Goldman Sachs Physical Gold ETF Shares worth $520K as of Q2 2026.
Level Four Advisory Services bought 1,371 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $61K.
Goldman Sachs Physical Gold ETF Shares made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #609 holding.
Level Four Advisory Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2022 and has held it in 7 quarters since.
Level Four Advisory Services's Goldman Sachs Physical Gold ETF Shares position peaked at $543K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.