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Newbridge Financial Services Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Newbridge Financial Services Group’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
2023
Q4 		– Sell
-2,100
Closed -$38.5K – 1120
2023
Q3 		$38.5K Buy
2,100
+1,500
+250% +$28.6K 0.02% 477
2023
Q2 		$11.4K Sell
600
-9,800
-94% -$192K 0.01% 857
2023
Q1 		$203K Buy
+10,400
New +$195K 0.11% 185

Other funds holding AAAU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Newbridge Financial Services Group's AAAU Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2023, closing a stake of 2,100 shares — an estimated $38.5K sold.

Newbridge Financial Services Group first reported a position in AAAU in Q1 2023 and held it in 3 quarters. The position peaked at $203K in Q1 2023. 100 funds tracked by Wall St. Rank hold AAAU as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,100 Goldman Sachs Physical Gold ETF Shares shares in Q4 2023, an estimated $38.5K.
  • Newbridge Financial Services Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's Goldman Sachs Physical Gold ETF Shares position peaked at $203K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.