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

Milestone Wealth’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
2022
Q3 		$161K Hold
9,739
– – 0.18% 58
2022
Q2 		$175K Sell
9,739
-14,318
-60% -$266K 0.18% 56
2022
Q1 		$437K Hold
24,057
– – 0.36% 30
2021
Q4 		$437K Buy
+24,057
New +$430K 0.35% 30

Other funds holding AAAU

PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $67.3M AUM 9.93% 1-Year Est. Return

Milestone Wealth's AAAU Position: Q3 2022 in Review

Milestone Wealth held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q3 2022 at 9,739 shares worth $161K. The position accounts for 0.18% of the portfolio, ranked #58.

Milestone Wealth first reported a position in AAAU in Q4 2021 and has held it in 4 quarters since. The position peaked at $437K in Q1 2022. 60 funds tracked by Wall St. Rank hold AAAU as of Q3 2022.

  • Milestone Wealth held 9,739 shares of Goldman Sachs Physical Gold ETF Shares worth $161K as of Q3 2022.
  • Milestone Wealth left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q3 2022.
  • Goldman Sachs Physical Gold ETF Shares made up 0.18% of Milestone Wealth's portfolio in Q3 2022, its #58 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs Physical Gold ETF Shares position peaked at $437K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.