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LifePro Asset Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

LifePro Asset Management’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
2024
Q3 		$399K Buy
15,326
+4,495
+42% +$110K 0.24% 92
2024
Q2 		$249K Buy
+10,831
New +$251K 0.18% 111

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

LifePro Asset Management's AAAU Position: Q3 2024 in Review

LifePro Asset Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 42% in Q3 2024, buying an estimated $110K and bringing the position to 15,326 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #92.

LifePro Asset Management first reported a position in AAAU in Q2 2024 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold AAAU as of Q3 2024.

  • LifePro Asset Management held 15,326 shares of Goldman Sachs Physical Gold ETF Shares worth $399K as of Q3 2024.
  • LifePro Asset Management bought 4,495 Goldman Sachs Physical Gold ETF Shares shares in Q3 2024, an estimated $110K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.24% of LifePro Asset Management's portfolio in Q3 2024, its #92 holding.
  • LifePro Asset Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2024 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.