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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.99M Sell
181,939
-47,484
-21% -$1.56M 4.53% 8
2025
Q1
$7.08M Buy
229,423
+41,106
+22% +$1.27M 5.4% 6
2024
Q4
$4.88M Buy
188,317
+55,637
+42% +$1.44M 3.75% 7
2024
Q3
$3.48M Buy
132,680
+39,585
+43% +$1.04M 2.9% 10
2024
Q2
$2.18M Buy
93,095
+12,777
+16% +$300K 1.98% 15
2024
Q1
$1.77M Buy
80,318
+1,614
+2% +$35.5K 1.85% 11
2023
Q4
$1.58M Sell
78,704
-356
-0.5% -$7.16K 2.03% 7
2023
Q3
$1.46M Sell
79,060
-24,197
-23% -$448K 2.16% 6
2023
Q2
$1.97M Buy
103,257
+57,297
+125% +$1.09M 3.48% 5
2023
Q1
$913K Buy
+45,960
New +$913K 2.01% 10