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Rockbridge Investment Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-1
Closed -$21 – 119
2023
Q4 		$21 Buy
+1
New +$20 ﹤0.01% 665

Other funds holding AAAU

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Rockbridge Investment Management's AAAU Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2024, closing a stake of 1 share — an estimated $21 sold.

Rockbridge Investment Management first reported a position in AAAU in Q4 2023 and held it in 1 quarter. The position peaked at $21 in Q4 2023. 102 funds tracked by Wall St. Rank hold AAAU as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1 Goldman Sachs Physical Gold ETF Shares share in Q1 2024, an estimated $21.
  • Rockbridge Investment Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Goldman Sachs Physical Gold ETF Shares position peaked at $21 in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.