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

Moulton Wealth Management’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 Q3	$4.07M	Buy	99,027 +30,544	+45%	+$1.28M	2.76%	8
2026 Q2	$2.75M	Sell	68,483 -6,611	-9%	-$294K	1.81%	13
2026 Q1	$3.47M	Buy	+75,094	New	+$3.61M	2.36%	9
2025 Q4	–	Sell	-184,797	Closed	-$7.04M	–	41
2025 Q3	$7.04M	Buy	184,797 +2,858	+2%	+$97.7K	5.12%	8
2025 Q2	$5.99M	Sell	181,939 -47,484	-21%	-$1.54M	4.53%	8
2025 Q1	$7.08M	Buy	229,423 +41,106	+22%	+$1.16M	5.4%	6
2024 Q4	$4.88M	Buy	188,317 +55,637	+42%	+$1.46M	3.75%	7
2024 Q3	$3.48M	Buy	132,680 +39,585	+43%	+$970K	2.9%	10
2024 Q2	$2.18M	Buy	93,095 +12,777	+16%	+$296K	1.98%	15
2024 Q1	$1.77M	Buy	80,318 +1,614	+2%	+$33.1K	1.85%	11
2023 Q4	$1.58M	Sell	78,704 -356	-0.5%	-$6.97K	2.03%	7
2023 Q3	$1.46M	Sell	79,060 -24,197	-23%	-$462K	2.16%	6
2023 Q2	$1.97M	Buy	103,257 +57,297	+125%	+$1.12M	3.48%	5
2023 Q1	$913K	Buy	+45,960	New	+$863K	2.01%	10

Other funds holding AAAU

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Moulton Wealth Management's AAAU Position: Q3 2026 in Review

Moulton Wealth Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 45% in Q3 2026, buying an estimated $1.28M and bringing the position to 99,027 shares worth $4.07M. The position accounts for 2.76% of the portfolio, ranked #8.

Moulton Wealth Management first reported a position in AAAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.08M in Q1 2025. 24 funds tracked by Wall St. Rank hold AAAU as of Q3 2026.

Moulton Wealth Management held 99,027 shares of Goldman Sachs Physical Gold ETF Shares worth $4.07M as of Q3 2026.
Moulton Wealth Management bought 30,544 Goldman Sachs Physical Gold ETF Shares shares in Q3 2026, an estimated $1.28M.
Goldman Sachs Physical Gold ETF Shares made up 2.76% of Moulton Wealth Management's portfolio in Q3 2026, its #8 holding.
Moulton Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2023 and has held it in 14 quarters since.
Moulton Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $7.08M in Q1 2025.
24 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.