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Moneta Group Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Moneta Group Investment 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 		$544K Sell
11,787
-4,140
-26% -$199K ﹤0.01% 492
2025
Q4 		$678K Sell
15,927
-323
-2% -$13.2K 0.01% 436
2025
Q3 		$619K Buy
+16,250
New +$555K ﹤0.01% 440

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

Moneta Group Investment Advisors's AAAU Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 26% in Q1 2026, selling an estimated $199K and leaving 11,787 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Moneta Group Investment Advisors first reported a position in AAAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $678K in Q4 2025. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

  • Moneta Group Investment Advisors held 11,787 shares of Goldman Sachs Physical Gold ETF Shares worth $544K as of Q1 2026.
  • Moneta Group Investment Advisors sold 4,140 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $199K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #492 holding.
  • Moneta Group Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $678K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.