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 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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Moulton Wealth Management's AAAU Position: Q2 2026 in Review

Moulton Wealth Management reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 8.8% in Q2 2026, selling an estimated $294K and leaving 68,483 shares worth $2.75M. The position accounts for 1.81% of the portfolio, ranked #13.

Moulton Wealth Management first reported a position in AAAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.08M in Q1 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Moulton Wealth Management held 68,483 shares of Goldman Sachs Physical Gold ETF Shares worth $2.75M as of Q2 2026.
Moulton Wealth Management sold 6,611 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $294K.
Goldman Sachs Physical Gold ETF Shares made up 1.81% of Moulton Wealth Management's portfolio in Q2 2026, its #13 holding.
Moulton Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2023 and has held it in 13 quarters since.
Moulton Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $7.08M in Q1 2025.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.