Oarsman Capital’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Oarsman Capital’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	$8.1M	Buy	204,694 +12,990	+7%	+$578K	0.86%	22
2026 Q1	$8.85M	Sell	191,704 -2,385	-1%	-$115K	1.1%	18
2025 Q4	$8.26M	Buy	194,089 +12,360	+7%	+$507K	1.07%	16
2025 Q3	$6.93M	Sell	181,729 -683	-0.4%	-$23.3K	0.97%	19
2025 Q2	$5.96M	Buy	182,412 +10,426	+6%	+$338K	0.93%	20
2025 Q1	$5.31M	Buy	171,986 +4,817	+3%	+$137K	0.95%	19
2024 Q4	$4.34M	Buy	167,169 +9,492	+6%	+$250K	0.76%	23
2024 Q3	$4.1M	Buy	157,677 +147,327	+1,423%	+$3.61M	0.76%	25
2024 Q2	$238K	Buy	+10,350	New	+$239K	0.05%	204

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

Oarsman Capital's AAAU Position: Q2 2026 in Review

Oarsman Capital increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 6.8% in Q2 2026, buying an estimated $578K and bringing the position to 204,694 shares worth $8.1M. The position accounts for 0.86% of the portfolio, ranked #22.

Oarsman Capital first reported a position in AAAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.85M in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Oarsman Capital held 204,694 shares of Goldman Sachs Physical Gold ETF Shares worth $8.1M as of Q2 2026.
Oarsman Capital bought 12,990 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $578K.
Goldman Sachs Physical Gold ETF Shares made up 0.86% of Oarsman Capital's portfolio in Q2 2026, its #22 holding.
Oarsman Capital first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2024 and has held it in 9 quarters since.
Oarsman Capital's Goldman Sachs Physical Gold ETF Shares position peaked at $8.85M in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.