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 Q2	$6.75M	Sell	170,635 -761	-0.4%	-$33.9K	0.59%	35
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

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

Marks Group Wealth Management's AAAU Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.44% in Q2 2026, selling an estimated $33.9K and leaving 170,635 shares worth $6.75M. The position accounts for 0.59% of the portfolio, ranked #35.

Marks Group Wealth Management first reported a position in AAAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.9M in Q1 2023. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Marks Group Wealth Management held 170,635 shares of Goldman Sachs Physical Gold ETF Shares worth $6.75M as of Q2 2026.
Marks Group Wealth Management sold 761 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $33.9K.
Goldman Sachs Physical Gold ETF Shares made up 0.59% of Marks Group Wealth Management's portfolio in Q2 2026, its #35 holding.
Marks Group Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2022 and has held it in 15 quarters since.
Marks Group Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $15.9M in Q1 2023.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.