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Mount Yale Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Mount Yale 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 		$8.25M Buy
+208,601
New +$9.28M 0.15% 153
2025
Q3 		– Sell
-316
Closed -$10.3K – 672
2025
Q2 		$10.3K Buy
+316
New +$10.3K ﹤0.01% 1132

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

Mount Yale Investment Advisors's AAAU Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026: 208,601 shares worth $8.25M. The stake represents 0.15% of the portfolio and ranks #153 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AAAU as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in AAAU in Q2 2025 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Mount Yale Investment Advisors held 208,601 shares of Goldman Sachs Physical Gold ETF Shares worth $8.25M as of Q2 2026.
  • Goldman Sachs Physical Gold ETF Shares was a new Mount Yale Investment Advisors position in Q2 2026.
  • Goldman Sachs Physical Gold ETF Shares made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Mount Yale Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.