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 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

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

Mutual Advisors's AAAU Position: Q2 2026 in Review

Mutual Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 2.7% in Q2 2026, buying an estimated $92.9K and bringing the position to 78,870 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #307.

Mutual Advisors first reported a position in AAAU in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.55M in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Mutual Advisors held 78,870 shares of Goldman Sachs Physical Gold ETF Shares worth $3.12M as of Q2 2026.
Mutual Advisors bought 2,089 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $92.9K.
Goldman Sachs Physical Gold ETF Shares made up 0.06% of Mutual Advisors's portfolio in Q2 2026, its #307 holding.
Mutual Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2019 and has held it in 29 quarters since.
Mutual Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $3.55M in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.