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

Pinion 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
2026 Q1	$4.65M	Sell	100,604 -888	-0.9%	-$42.7K	1.09%	22
2025 Q4	$4.32M	Buy	101,492 +19,597	+24%	+$803K	1.05%	26
2025 Q3	$3.32M	Buy	81,895 +43,467	+113%	+$1.49M	0.91%	25
2025 Q2	$1.26M	Buy	+38,428	New	+$1.25M	0.43%	41

Other funds holding AAAU

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Pinion Investment Advisors's AAAU Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.87% in Q1 2026, selling an estimated $42.7K and leaving 100,604 shares worth $4.65M. The position accounts for 1.09% of the portfolio, ranked #22.

Pinion Investment Advisors first reported a position in AAAU in Q2 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

Pinion Investment Advisors held 100,604 shares of Goldman Sachs Physical Gold ETF Shares worth $4.65M as of Q1 2026.
Pinion Investment Advisors sold 888 Goldman Sachs Physical Gold ETF Shares shares in Q1 2026, an estimated $42.7K.
Goldman Sachs Physical Gold ETF Shares made up 1.09% of Pinion Investment Advisors's portfolio in Q1 2026, its #22 holding.
Pinion Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 4 quarters since.
248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.