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

Primoris 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
2026
Q2 		$334K Buy
8,430
+1,905
+29% +$84.8K 0.15% 99
2026
Q1 		$301K Hold
6,525
– – 0.21% 75
2025
Q4 		$278K Hold
6,525
– – 0.17% 94
2025
Q3 		$249K Sell
6,525
-9,500
-59% -$325K 0.16% 87
2025
Q2 		$524K Buy
+16,025
New +$520K 0.36% 57

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Primoris Wealth Advisors's AAAU Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 29% in Q2 2026, buying an estimated $84.8K and bringing the position to 8,430 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #99.

Primoris Wealth Advisors first reported a position in AAAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $524K in Q2 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Primoris Wealth Advisors held 8,430 shares of Goldman Sachs Physical Gold ETF Shares worth $334K as of Q2 2026.
  • Primoris Wealth Advisors bought 1,905 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $84.8K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.15% of Primoris Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Primoris Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 5 quarters since.
  • Primoris Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $524K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.