SRA
AAAU icon

Secured Retirement Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Secured Retirement 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 		$495K Sell
12,502
-232
-2% -$10.3K 0.25% 113
2026
Q1 		$588K Sell
12,734
-7,349
-37% -$353K 0.33% 99
2025
Q4 		$855K Sell
20,083
-791
-4% -$32.4K 0.48% 73
2025
Q3 		$796K Sell
20,874
-2,822
-12% -$96.4K 0.44% 83
2025
Q2 		$774K Sell
23,696
-5,127
-18% -$166K 0.46% 85
2025
Q1 		$890K Sell
28,823
-4,377
-13% -$124K 0.57% 74
2024
Q4 		$861K Sell
33,200
-748
-2% -$19.7K 0.49% 82
2024
Q3 		$883K Buy
33,948
+3,857
+13% +$94.5K 0.64% 58
2024
Q2 		$692K Buy
30,091
+3,740
+14% +$86.5K 0.54% 60
2024
Q1 		$579K Buy
26,351
+7,829
+42% +$161K 0.49% 65
2023
Q4 		$378K Buy
+18,522
New +$363K 0.36% 74

Other funds holding AAAU

AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM

Secured Retirement Advisors's AAAU Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 1.8% in Q2 2026, selling an estimated $10.3K and leaving 12,502 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #113.

Secured Retirement Advisors first reported a position in AAAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $890K in Q1 2025. 31 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Secured Retirement Advisors held 12,502 shares of Goldman Sachs Physical Gold ETF Shares worth $495K as of Q2 2026.
  • Secured Retirement Advisors sold 232 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $10.3K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.25% of Secured Retirement Advisors's portfolio in Q2 2026, its #113 holding.
  • Secured Retirement Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $890K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.