Osborne Partners Capital Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Osborne Partners Capital Management’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	$7.04M	Buy	177,988 +5,648	+3%	+$251K	0.39%	80
2026 Q1	$7.96M	Sell	172,340 -109,182	-39%	-$5.25M	0.42%	77
2025 Q4	$12M	Sell	281,522 -8,529	-3%	-$350K	0.62%	58
2025 Q3	$11.1M	Sell	290,051 -10,158	-3%	-$347K	0.56%	66
2025 Q2	$9.81M	Sell	300,209 -24,278	-7%	-$788K	0.52%	70
2025 Q1	$10M	Sell	324,487 -1,499	-0.5%	-$42.5K	0.58%	63
2024 Q4	$8.45M	Sell	325,986 -305	-0.1%	-$8.03K	0.49%	76
2024 Q3	$8.49M	Sell	326,291 -2,607	-0.8%	-$63.9K	0.48%	78
2024 Q2	$7.57M	Buy	328,898 +10,162	+3%	+$235K	0.45%	76
2024 Q1	$7.01M	Buy	318,736 +18,760	+6%	+$385K	0.43%	80
2023 Q4	$6.13M	Buy	299,976 +20,310	+7%	+$398K	0.4%	81
2023 Q3	$5.12M	Buy	279,666 +5,255	+2%	+$100K	0.38%	84
2023 Q2	$5.22M	Buy	+274,411	New	+$5.38M	0.38%	84

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

Osborne Partners Capital Management's AAAU Position: Q2 2026 in Review

Osborne Partners Capital Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 3.3% in Q2 2026, buying an estimated $251K and bringing the position to 177,988 shares worth $7.04M. The position accounts for 0.39% of the portfolio, ranked #80.

Osborne Partners Capital Management first reported a position in AAAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $12M in Q4 2025. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Osborne Partners Capital Management held 177,988 shares of Goldman Sachs Physical Gold ETF Shares worth $7.04M as of Q2 2026.
Osborne Partners Capital Management bought 5,648 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $251K.
Goldman Sachs Physical Gold ETF Shares made up 0.39% of Osborne Partners Capital Management's portfolio in Q2 2026, its #80 holding.
Osborne Partners Capital Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2023 and has held it in 13 quarters since.
Osborne Partners Capital Management's Goldman Sachs Physical Gold ETF Shares position peaked at $12M in Q4 2025.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.