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Palo Alto Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Palo Alto Wealth 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
2025
Q3 		$228K Buy
+5,600
New +$191K 0.07% 61

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Palo Alto Wealth Advisors's AAAU Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q3 2025: 5,600 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #61 among its holdings.

207 funds tracked by Wall St. Rank hold AAAU as of Q3 2025.

  • Palo Alto Wealth Advisors held 5,600 shares of Goldman Sachs Physical Gold ETF Shares worth $228K as of Q3 2025.
  • Goldman Sachs Physical Gold ETF Shares was a new Palo Alto Wealth Advisors position in Q3 2025.
  • Goldman Sachs Physical Gold ETF Shares made up 0.07% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #61 holding.
  • 207 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.