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Silver Oak Securities’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-28,603
Closed -$737K – 657
2024
Q4 		$737K Buy
+28,603
New +$753K 0.07% 295

Other funds holding AAAU

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Silver Oak Securities's AAAU Position: Q1 2025 in Review

Silver Oak Securities sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2025, closing a stake of 28,603 shares — an estimated $737K sold.

Silver Oak Securities first reported a position in AAAU in Q4 2024 and held it in 1 quarter. The position peaked at $737K in Q4 2024. 161 funds tracked by Wall St. Rank hold AAAU as of Q1 2025.

  • Silver Oak Securities reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 28,603 Goldman Sachs Physical Gold ETF Shares shares in Q1 2025, an estimated $737K.
  • Silver Oak Securities first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2024 and held it in 1 quarter.
  • Silver Oak Securities's Goldman Sachs Physical Gold ETF Shares position peaked at $737K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.