LPL Financial
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LPL Financial’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

LPL Financial’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 		$45.5M Sell
1,151,110
-32,048
-3% -$1.43M 0.01% 1051
2026
Q1 		$54.7M Buy
1,183,158
+188,919
+19% +$9.08M 0.01% 873
2025
Q4 		$42.3M Buy
994,239
+106,855
+12% +$4.38M 0.01% 952
2025
Q3 		$33.8M Buy
887,384
+116,869
+15% +$3.99M 0.01% 1038
2025
Q2 		$25.2M Buy
770,515
+69,371
+10% +$2.25M 0.01% 1109
2025
Q1 		$21.7M Buy
701,144
+268,905
+62% +$7.62M 0.01% 1107
2024
Q4 		$11.2M Sell
432,239
-44,637
-9% -$1.17M ﹤0.01% 1460
2024
Q3 		$12.4M Buy
476,876
+263,516
+124% +$6.46M 0.01% 1323
2024
Q2 		$4.91M Buy
213,360
+36,682
+21% +$849K ﹤0.01% 1865
2024
Q1 		$3.89M Buy
176,678
+10,262
+6% +$211K ﹤0.01% 1979
2023
Q4 		$3.4M Buy
166,416
+22,548
+16% +$442K ﹤0.01% 1967
2023
Q3 		$2.63M Buy
143,868
+7,938
+6% +$152K ﹤0.01% 2079
2023
Q2 		$2.59M Sell
135,930
-5,999
-4% -$118K ﹤0.01% 2031
2023
Q1 		$2.77M Buy
141,929
+47,063
+50% +$883K ﹤0.01% 1900
2022
Q4 		$1.72M Buy
94,866
+12,135
+15% +$208K ﹤0.01% 2190
2022
Q3 		$1.36M Buy
82,731
+1,369
+2% +$23.5K ﹤0.01% 2290
2022
Q2 		$1.46M Buy
81,362
+12,246
+18% +$228K ﹤0.01% 2267
2022
Q1 		$1.33M Buy
69,116
+15,417
+29% +$288K ﹤0.01% 2372
2021
Q4 		$976K Buy
53,699
+13,495
+34% +$241K ﹤0.01% 2683
2021
Q3 		$702K Sell
40,204
-35,525
-47% -$632K ﹤0.01% 2902
2021
Q2 		$1.33M Buy
75,729
+700
+0.9% +$12.6K ﹤0.01% 2329
2021
Q1 		$1.27M Buy
75,029
+14,313
+24% +$255K ﹤0.01% 2187
2020
Q4 		$1.15M Sell
60,716
-18,592
-23% -$347K ﹤0.01% 2072
2020
Q3 		$1.49M Buy
79,308
+60,723
+327% +$1.16M ﹤0.01% 1632
2020
Q2 		$330K Buy
+18,585
New +$318K ﹤0.01% 2761

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

LPL Financial's AAAU Position: Q2 2026 in Review

LPL Financial reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 2.7% in Q2 2026, selling an estimated $1.43M and leaving 1,151,110 shares worth $45.5M. The position accounts for 0.01% of the portfolio, ranked #1051.

LPL Financial first reported a position in AAAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $54.7M in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • LPL Financial held 1,151,110 shares of Goldman Sachs Physical Gold ETF Shares worth $45.5M as of Q2 2026.
  • LPL Financial sold 32,048 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $1.43M.
  • Goldman Sachs Physical Gold ETF Shares made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1051 holding.
  • LPL Financial first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Goldman Sachs Physical Gold ETF Shares position peaked at $54.7M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.