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Sax Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Sax Wealth 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
2025
Q4 		– Sell
-39,127
Closed -$1.49M – 490
2025
Q3 		$1.49M Buy
+39,127
New +$1.34M 0.08% 133

Other funds holding AAAU

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sax Wealth Advisors's AAAU Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2025, closing a stake of 39,127 shares — an estimated $1.49M sold.

Sax Wealth Advisors first reported a position in AAAU in Q3 2025 and held it in 1 quarter. The position peaked at $1.49M in Q3 2025. 227 funds tracked by Wall St. Rank hold AAAU as of Q4 2025.

  • Sax Wealth Advisors reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 39,127 Goldman Sachs Physical Gold ETF Shares shares in Q4 2025, an estimated $1.49M.
  • Sax Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $1.49M in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.