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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
Q2 		$504K Buy
12,732
+945
+8% +$42K ﹤0.01% 544
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

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Moneta Group Investment Advisors's AAAU Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 8% in Q2 2026, buying an estimated $42K and bringing the position to 12,732 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Moneta Group Investment Advisors first reported a position in AAAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $678K in Q4 2025. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Moneta Group Investment Advisors held 12,732 shares of Goldman Sachs Physical Gold ETF Shares worth $504K as of Q2 2026.
  • Moneta Group Investment Advisors bought 945 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $42K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #544 holding.
  • Moneta Group Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $678K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.