Sagespring Wealth Partners’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Sagespring Wealth Partners’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	$1.46M	Buy	36,989 +24,928	+207%	+$1.11M	0.02%	271
2026 Q1	$557K	Buy	12,061 +3,885	+48%	+$187K	0.01%	469
2025 Q4	$348K	Buy	8,176 +1,238	+18%	+$50.7K	0.01%	580
2025 Q3	$264K	Buy	+6,938	New	+$237K	0.01%	645

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sagespring Wealth Partners's AAAU Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 207% in Q2 2026, buying an estimated $1.11M and bringing the position to 36,989 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #271.

Sagespring Wealth Partners first reported a position in AAAU in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Sagespring Wealth Partners held 36,989 shares of Goldman Sachs Physical Gold ETF Shares worth $1.46M as of Q2 2026.
Sagespring Wealth Partners bought 24,928 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $1.11M.
Goldman Sachs Physical Gold ETF Shares made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #271 holding.
Sagespring Wealth Partners first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.