PIA
AAAU icon

Perennial Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Perennial Investment 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
Q1 		– Sell
-10,746
Closed -$279K – 435
2024
Q4 		$279K Buy
+10,746
New +$283K 0.03% 310

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Perennial Investment Advisors's AAAU Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2025, closing a stake of 10,746 shares — an estimated $279K sold.

Perennial Investment Advisors first reported a position in AAAU in Q4 2024 and held it in 1 quarter. The position peaked at $279K in Q4 2024. 161 funds tracked by Wall St. Rank hold AAAU as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 10,746 Goldman Sachs Physical Gold ETF Shares shares in Q1 2025, an estimated $279K.
  • Perennial Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $279K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.