Marks Group Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Marks Group Wealth 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
2026 Q1	$7.92M	Sell	171,396 -827	-0.5%	-$39.8K	0.76%	32
2025 Q4	$7.33M	Sell	172,223 -25,908	-13%	-$1.06M	0.7%	49
2025 Q3	$7.55M	Buy	198,131 +83,991	+74%	+$2.87M	0.7%	64
2025 Q2	$3.73M	Buy	114,140 +11,243	+11%	+$365K	0.35%	90
2025 Q1	$3.18M	Buy	102,897 +1,259	+1%	+$35.7K	0.31%	94
2024 Q4	$2.64M	Sell	101,638 -12,006	-11%	-$316K	0.26%	101
2024 Q3	$2.96M	Sell	113,644 -141	-0.1%	-$3.46K	0.28%	100
2024 Q2	$2.62M	Sell	113,785 -20,277	-15%	-$469K	0.28%	98
2024 Q1	$2.95M	Buy	134,062 +1,406	+1%	+$28.8K	0.31%	94
2023 Q4	$2.71M	Sell	132,656 -641,563	-83%	-$12.6M	0.31%	96
2023 Q3	$14.2M	Sell	774,219 -52,888	-6%	-$1.01M	1.75%	3
2023 Q2	$15.7M	Buy	827,107 +13,172	+2%	+$258K	1.87%	3
2023 Q1	$15.9M	Buy	813,935 +47,231	+6%	+$887K	2.03%	2
2022 Q4	$13.9M	Buy	+766,704	New	+$13.2M	1.89%	2

Other funds holding AAAU

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Marks Group Wealth Management's AAAU Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.48% in Q1 2026, selling an estimated $39.8K and leaving 171,396 shares worth $7.92M. The position accounts for 0.76% of the portfolio, ranked #32.

Marks Group Wealth Management first reported a position in AAAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q1 2023. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

Marks Group Wealth Management held 171,396 shares of Goldman Sachs Physical Gold ETF Shares worth $7.92M as of Q1 2026.
Marks Group Wealth Management sold 827 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $39.8K.
Goldman Sachs Physical Gold ETF Shares made up 0.76% of Marks Group Wealth Management's portfolio in Q1 2026, its #32 holding.
Marks Group Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2022 and has held it in 14 quarters since.
Marks Group Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $15.9M in Q1 2023.
248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.