Sigma Planning Corp’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Sigma Planning Corp’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	$320K	Sell	8,098 -880	-10%	-$39.2K	0.01%	1105
2026 Q1	$415K	Buy	8,978 +709	+9%	+$34.1K	0.01%	920
2025 Q4	$352K	Buy	8,269 +202	+3%	+$8.28K	0.01%	948
2025 Q3	$308K	Buy	8,067 +690	+9%	+$23.6K	0.01%	1027
2025 Q2	$241K	Buy	7,377 +487	+7%	+$15.8K	0.01%	1082
2025 Q1	$213K	Buy	+6,890	New	+$195K	0.01%	1099
2020 Q4	–	Sell	-71,316	Closed	-$1.34M	–	1195
2020 Q3	$1.34M	Buy	71,316 +57,484	+416%	+$1.1M	0.05%	323
2020 Q2	$246K	Buy	+13,832	New	+$237K	0.01%	856

Other funds holding AAAU

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

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 51.91% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Sigma Planning Corp's AAAU Position: Q2 2026 in Review

Sigma Planning Corp reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 9.8% in Q2 2026, selling an estimated $39.2K and leaving 8,098 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #1105.

Sigma Planning Corp first reported a position in AAAU in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.34M in Q3 2020. 142 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Sigma Planning Corp held 8,098 shares of Goldman Sachs Physical Gold ETF Shares worth $320K as of Q2 2026.
Sigma Planning Corp sold 880 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $39.2K.
Goldman Sachs Physical Gold ETF Shares made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1105 holding.
Sigma Planning Corp first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2020 and has held it in 8 quarters since.
Sigma Planning Corp's Goldman Sachs Physical Gold ETF Shares position peaked at $1.34M in Q3 2020.
142 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.