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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
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

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Medallion Wealth Advisors's AAAU Position: Q1 2026 in Review

Medallion Wealth Advisors held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q1 2026 at 151 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Medallion Wealth Advisors first reported a position in AAAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.83K in Q4 2024. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Medallion Wealth Advisors held 151 shares of Goldman Sachs Physical Gold ETF Shares worth $6.97K as of Q1 2026.
  • Medallion Wealth Advisors left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q1 2026.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #820 holding.
  • Medallion Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $7.83K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.