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

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return