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

Momentum 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
2022
Q4 		$825K Buy
45,607
+3,237
+8% +$55.6K 0.84% 26
2022
Q3 		$699K Buy
42,370
+2,261
+6% +$38.7K 0.77% 29
2022
Q2 		$720K Buy
+40,109
New +$746K 0.81% 28

Other funds holding AAAU

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return

Momentum Advisors's AAAU Position: Q4 2022 in Review

Momentum Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 7.6% in Q4 2022, buying an estimated $55.6K and bringing the position to 45,607 shares worth $825K. The position accounts for 0.84% of the portfolio, ranked #26.

Momentum Advisors first reported a position in AAAU in Q2 2022 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold AAAU as of Q4 2022.

  • Momentum Advisors held 45,607 shares of Goldman Sachs Physical Gold ETF Shares worth $825K as of Q4 2022.
  • Momentum Advisors bought 3,237 Goldman Sachs Physical Gold ETF Shares shares in Q4 2022, an estimated $55.6K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.84% of Momentum Advisors's portfolio in Q4 2022, its #26 holding.
  • Momentum Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2022 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.