Prospera Financial Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Prospera Financial 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 Q3	$6.81M	Sell	177,979 -20,032	-10%	-$842K	0.09%	247
2026 Q2	$7.84M	Buy	198,011 +33,142	+20%	+$1.47M	0.11%	194
2026 Q1	$7.62M	Sell	164,869 -33,626	-17%	-$1.62M	0.12%	179
2025 Q4	$8.45M	Buy	198,495 +3,398	+2%	+$139K	0.14%	165
2025 Q3	$7.44M	Sell	195,097 -3,960	-2%	-$135K	0.13%	176
2025 Q2	$6.51M	Buy	+199,057	New	+$6.46M	0.12%	184

Other funds holding AAAU

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prospera Financial Services's AAAU Position: Q3 2026 in Review

Prospera Financial Services reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 10% in Q3 2026, selling an estimated $842K and leaving 177,979 shares worth $6.81M. The position accounts for 0.09% of the portfolio, ranked #247.

Prospera Financial Services first reported a position in AAAU in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.45M in Q4 2025. 155 funds tracked by Wall St. Rank hold AAAU as of Q3 2026.

Prospera Financial Services held 177,979 shares of Goldman Sachs Physical Gold ETF Shares worth $6.81M as of Q3 2026.
Prospera Financial Services sold 20,032 Goldman Sachs Physical Gold ETF Shares shares in Q3 2026, an estimated $842K.
Goldman Sachs Physical Gold ETF Shares made up 0.09% of Prospera Financial Services's portfolio in Q3 2026, its #247 holding.
Prospera Financial Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 6 quarters since.
Prospera Financial Services's Goldman Sachs Physical Gold ETF Shares position peaked at $8.45M in Q4 2025.
155 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.