Mutual Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Mutual 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 Q3	$3.23M	Sell	78,834 -36	-0%	-$1.51K	0.06%	315
2026 Q2	$3.12M	Buy	78,870 +2,089	+3%	+$92.9K	0.06%	307
2026 Q1	$3.55M	Sell	76,781 -1,294	-2%	-$62.2K	0.08%	253
2025 Q4	$3.32M	Buy	78,075 +1,740	+2%	+$71.3K	0.07%	261
2025 Q3	$3.1M	Buy	76,335 +27,942	+58%	+$955K	0.07%	270
2025 Q2	$1.6M	Buy	48,393 +3,248	+7%	+$105K	0.04%	369
2025 Q1	$1.47M	Sell	45,145 -847	-2%	-$24K	0.04%	353
2024 Q4	$1.23M	Sell	45,992 -7,721	-14%	-$203K	0.04%	415
2024 Q3	$1.45M	Buy	53,713 +2,476	+5%	+$60.7K	0.04%	357
2024 Q2	$1.21M	Sell	51,237 -2,929	-5%	-$67.8K	0.04%	426
2024 Q1	$1.19M	Sell	54,166 -3,117	-5%	-$64K	0.04%	427
2023 Q4	$1.17M	Sell	57,283 -4,351	-7%	-$85.2K	0.04%	410
2023 Q3	$1.13M	Sell	61,634 -4,686	-7%	-$89.5K	0.04%	388
2023 Q2	$1.26M	Buy	66,320 +241	+0.4%	+$4.73K	0.05%	367
2023 Q1	$1.29M	Sell	66,079 -422	-0.6%	-$7.92K	0.05%	353
2022 Q4	$1.2M	Sell	66,501 -7,057	-10%	-$121K	0.05%	358
2022 Q3	$1.21M	Buy	73,558 +13,779	+23%	+$236K	0.06%	322
2022 Q2	$1.07M	Sell	59,779 -4,200	-7%	-$78.1K	0.07%	321
2022 Q1	$1.23M	Buy	63,979 +5,000	+8%	+$93.4K	0.07%	315
2021 Q4	$1.07M	Sell	58,979 -1,833	-3%	-$32.7K	0.06%	363
2021 Q3	$1.06M	Buy	60,812 +575	+1%	+$10.2K	0.06%	339
2021 Q2	$1.06M	Buy	60,237 +925	+2%	+$16.7K	0.06%	344
2021 Q1	$1.01M	Sell	59,312 -9,770	-14%	-$174K	0.07%	323
2020 Q4	$1.31M	Buy	69,082 +7,893	+13%	+$148K	0.1%	248
2020 Q3	$1.15M	Buy	61,189 +2,558	+4%	+$48.8K	0.1%	214
2020 Q2	$1.04M	Sell	58,631 -1,856	-3%	-$31.8K	0.1%	217
2020 Q1	$951K	Sell	60,487 -2,125	-3%	-$33.6K	0.13%	182
2019 Q4	$949K	Sell	62,612 -1,985	-3%	-$29.4K	0.1%	239
2019 Q3	$951K	Hold	64,597	–	–	0.13%	205
2019 Q2	$911K	Buy	+64,597	New	+$845K	0.12%	219

Other funds holding AAAU

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

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

Mutual Advisors's AAAU Position: Q3 2026 in Review

Mutual Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.05% in Q3 2026, selling an estimated $1.51K and leaving 78,834 shares worth $3.23M. The position accounts for 0.06% of the portfolio, ranked #315.

Mutual Advisors first reported a position in AAAU in Q2 2019 and has held it in 30 quarters since. The position peaked at $3.55M in Q1 2026. 199 funds tracked by Wall St. Rank hold AAAU as of Q3 2026.

Mutual Advisors held 78,834 shares of Goldman Sachs Physical Gold ETF Shares worth $3.23M as of Q3 2026.
Mutual Advisors sold 36 Goldman Sachs Physical Gold ETF Shares shares in Q3 2026, an estimated $1.51K.
Goldman Sachs Physical Gold ETF Shares made up 0.06% of Mutual Advisors's portfolio in Q3 2026, its #315 holding.
Mutual Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2019 and has held it in 30 quarters since.
Mutual Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $3.55M in Q1 2026.
199 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.