PKS Advisory Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

PKS Advisory 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	$286K	Buy	7,230 +57	+0.8%	+$2.54K	0.05%	295
2026 Q1	$331K	Sell	7,173 -55	-0.8%	-$2.64K	0.08%	197
2025 Q4	$308K	Buy	7,228 +300	+4%	+$12.3K	0.07%	191
2025 Q3	$264K	Buy	+6,928	New	+$237K	0.06%	207

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

PKS Advisory Services's AAAU Position: Q2 2026 in Review

PKS Advisory Services increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.79% in Q2 2026, buying an estimated $2.54K and bringing the position to 7,230 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #295.

PKS Advisory Services first reported a position in AAAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2026. 244 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

PKS Advisory Services held 7,230 shares of Goldman Sachs Physical Gold ETF Shares worth $286K as of Q2 2026.
PKS Advisory Services bought 57 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $2.54K.
Goldman Sachs Physical Gold ETF Shares made up 0.05% of PKS Advisory Services's portfolio in Q2 2026, its #295 holding.
PKS Advisory Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 4 quarters since.
PKS Advisory Services's Goldman Sachs Physical Gold ETF Shares position peaked at $331K in Q1 2026.
244 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.