Pinnacle Wealth Planning Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Pinnacle Wealth Planning Services’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	$35.7K	Buy	+902	New	+$40.1K	﹤0.01%	1505

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

Pinnacle Wealth Planning Services's AAAU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026: 902 shares worth $35.7K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings.

242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Pinnacle Wealth Planning Services held 902 shares of Goldman Sachs Physical Gold ETF Shares worth $35.7K as of Q2 2026.
Goldman Sachs Physical Gold ETF Shares was a new Pinnacle Wealth Planning Services position in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1505 holding.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.