Samalin Investment Counsel’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Samalin Investment Counsel’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
2022 Q4	–	Sell	-87,079	Closed	-$1.44M	–	251
2022 Q3	$1.44M	Sell	87,079 -1,775	-2%	-$30.4K	1.05%	20
2022 Q2	$1.59M	Sell	88,854 -225	-0.3%	-$4.18K	1.12%	17
2022 Q1	$1.71M	Sell	89,079 -3,285	-4%	-$61.3K	1.04%	18
2021 Q4	$1.68M	Sell	92,364 -22,110	-19%	-$395K	1.01%	18
2021 Q3	$2M	Sell	114,474 -660	-0.6%	-$11.7K	1.3%	12
2021 Q2	$2.03M	Sell	115,134 -8,420	-7%	-$152K	1.31%	12
2021 Q1	$2.1M	Buy	123,554 +5,660	+5%	+$101K	1.41%	11
2020 Q4	$2.23M	Sell	117,894 -325	-0.3%	-$6.07K	1.68%	8
2020 Q3	$2.22M	Buy	+118,219	New	+$2.25M	1.98%	7

Other funds holding AAAU

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

CCM

Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return

Samalin Investment Counsel's AAAU Position: Q4 2022 in Review

Samalin Investment Counsel sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2022, closing a stake of 87,079 shares — an estimated $1.44M sold.

Samalin Investment Counsel first reported a position in AAAU in Q3 2020 and held it in 9 quarters. The position peaked at $2.23M in Q4 2020. 64 funds tracked by Wall St. Rank hold AAAU as of Q4 2022.

Samalin Investment Counsel reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2022 after selling out during the quarter.
Samalin Investment Counsel sold 87,079 Goldman Sachs Physical Gold ETF Shares shares in Q4 2022, an estimated $1.44M.
Samalin Investment Counsel first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2020 and held it in 9 quarters.
Samalin Investment Counsel's Goldman Sachs Physical Gold ETF Shares position peaked at $2.23M in Q4 2020.
64 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2022.

Based on Samalin Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.