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Prosperity Financial Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Prosperity Financial Group’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 		– Sell
-24,589
Closed -$1.14M – 185
2026
Q1 		$1.14M Buy
24,589
+7,641
+45% +$367K 0.42% 70
2025
Q4 		$721K Buy
+16,948
New +$695K 0.26% 96

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

Prosperity Financial Group's AAAU Position: Q2 2026 in Review

Prosperity Financial Group sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 24,589 shares — an estimated $1.14M sold.

Prosperity Financial Group first reported a position in AAAU in Q4 2025 and held it in 2 quarters. The position peaked at $1.14M in Q1 2026. 244 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Prosperity Financial Group reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 24,589 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $1.14M.
  • Prosperity Financial Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and held it in 2 quarters.
  • Prosperity Financial Group's Goldman Sachs Physical Gold ETF Shares position peaked at $1.14M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.