Medallion Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Medallion Wealth Advisors’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	$5.97K	Hold	151	–	–	﹤0.01%	832
2026 Q1	$6.97K	Hold	151	–	–	﹤0.01%	820
2025 Q4	$6.42K	Hold	151	–	–	﹤0.01%	819
2025 Q3	$5.76K	Hold	151	–	–	﹤0.01%	836
2025 Q2	$4.98K	Hold	151	–	–	﹤0.01%	836
2025 Q1	$4.65K	Sell	151 -151	-50%	-$4.28K	﹤0.01%	799
2024 Q4	$7.83K	Buy	+302	New	+$7.95K	﹤0.01%	703

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

Medallion Wealth Advisors's AAAU Position: Q2 2026 in Review

Medallion Wealth Advisors held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q2 2026 at 151 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Medallion Wealth Advisors first reported a position in AAAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.83K in Q4 2024. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Medallion Wealth Advisors held 151 shares of Goldman Sachs Physical Gold ETF Shares worth $5.97K as of Q2 2026.
Medallion Wealth Advisors left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #832 holding.
Medallion Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $7.83K in Q4 2024.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.