Sequoia Financial Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Sequoia Financial 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	$1.01M	Sell	25,459 -110	-0.4%	-$4.89K	0.01%	940
2026 Q1	$1.18M	Sell	25,569 -7,931	-24%	-$381K	0.01%	824
2025 Q4	$1.43M	Buy	+33,500	New	+$1.37M	0.01%	716

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

Sequoia Financial Advisors's AAAU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.43% in Q2 2026, selling an estimated $4.89K and leaving 25,459 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #940.

Sequoia Financial Advisors first reported a position in AAAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Sequoia Financial Advisors held 25,459 shares of Goldman Sachs Physical Gold ETF Shares worth $1.01M as of Q2 2026.
Sequoia Financial Advisors sold 110 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $4.89K.
Goldman Sachs Physical Gold ETF Shares made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #940 holding.
Sequoia Financial Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and has held it in 3 quarters since.
Sequoia Financial Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $1.43M in Q4 2025.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.