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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
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

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

Prospera Financial Services's AAAU Position: Q2 2026 in Review

Prospera Financial Services increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 20% in Q2 2026, buying an estimated $1.47M and bringing the position to 198,011 shares worth $7.84M. The position accounts for 0.11% of the portfolio, ranked #194.

Prospera Financial Services first reported a position in AAAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.45M in Q4 2025. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Prospera Financial Services held 198,011 shares of Goldman Sachs Physical Gold ETF Shares worth $7.84M as of Q2 2026.
  • Prospera Financial Services bought 33,142 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $1.47M.
  • Goldman Sachs Physical Gold ETF Shares made up 0.11% of Prospera Financial Services's portfolio in Q2 2026, its #194 holding.
  • Prospera Financial Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 5 quarters since.
  • Prospera Financial Services's Goldman Sachs Physical Gold ETF Shares position peaked at $8.45M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.