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Regal Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Regal Investment 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 		$1.25M Buy
31,647
+230
+0.7% +$10.2K 0.07% 278
2026
Q1 		$1.45M Sell
31,417
-15,657
-33% -$753K 0.08% 233
2025
Q4 		$2M Buy
47,074
+494
+1% +$20.2K 0.12% 191
2025
Q3 		$1.78M Sell
46,580
-1,749
-4% -$59.8K 0.12% 191
2025
Q2 		$1.58M Sell
48,329
-1,401
-3% -$45.5K 0.12% 182
2025
Q1 		$1.54M Sell
49,730
-9,522
-16% -$270K 0.12% 171
2024
Q4 		$1.54M Sell
59,252
-3,600
-6% -$94.7K 0.12% 190
2024
Q3 		$1.64M Sell
62,852
-3,775
-6% -$92.5K 0.11% 193
2024
Q2 		$1.53M Sell
66,627
-2,577
-4% -$59.6K 0.1% 204
2024
Q1 		$1.52M Buy
69,204
+458
+0.7% +$9.4K 0.1% 202
2023
Q4 		$1.4M Buy
68,746
+4,685
+7% +$91.8K 0.11% 190
2023
Q3 		$1.17M Buy
64,061
+1,270
+2% +$24.3K 0.1% 194
2023
Q2 		$1.2M Sell
62,791
-3,097
-5% -$60.7K 0.1% 193
2023
Q1 		$1.29M Sell
65,888
-2,347
-3% -$44.1K 0.11% 175
2022
Q4 		$1.23M Sell
68,235
-2,316
-3% -$39.8K 0.12% 165
2022
Q3 		$1.16M Buy
70,551
+674
+1% +$11.6K 0.12% 162
2022
Q2 		$1.25M Buy
69,877
+260
+0.4% +$4.84K 0.13% 160
2022
Q1 		$1.34M Buy
69,617
+897
+1% +$16.8K 0.12% 166
2021
Q4 		$1.25M Buy
68,720
+8,042
+13% +$144K 0.11% 200
2021
Q3 		$1.06M Buy
60,678
+1,241
+2% +$22.1K 0.1% 215
2021
Q2 		$1.05M Buy
+59,437
New +$1.07M 0.1% 206

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

Regal Investment Advisors's AAAU Position: Q2 2026 in Review

Regal Investment Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.73% in Q2 2026, buying an estimated $10.2K and bringing the position to 31,647 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #278.

Regal Investment Advisors first reported a position in AAAU in Q2 2021 and has held it in 21 quarters since. The position peaked at $2M in Q4 2025. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Regal Investment Advisors held 31,647 shares of Goldman Sachs Physical Gold ETF Shares worth $1.25M as of Q2 2026.
  • Regal Investment Advisors bought 230 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $10.2K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.07% of Regal Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • Regal Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2021 and has held it in 21 quarters since.
  • Regal Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $2M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.