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Stephens Consulting’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Stephens Consulting’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
2023
Q2 		– Sell
-546
Closed -$10.7K – 500
2023
Q1 		$10.7K Buy
+546
New +$10.2K 0.01% 309

Other funds holding AAAU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stephens Consulting's AAAU Position: Q2 2023 in Review

Stephens Consulting sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2023, closing a stake of 546 shares — an estimated $10.7K sold.

Stephens Consulting first reported a position in AAAU in Q1 2023 and held it in 1 quarter. The position peaked at $10.7K in Q1 2023. 89 funds tracked by Wall St. Rank hold AAAU as of Q2 2023.

  • Stephens Consulting reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2023 after selling out during the quarter.
  • Stephens Consulting sold 546 Goldman Sachs Physical Gold ETF Shares shares in Q2 2023, an estimated $10.7K.
  • Stephens Consulting first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2023 and held it in 1 quarter.
  • Stephens Consulting's Goldman Sachs Physical Gold ETF Shares position peaked at $10.7K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2023.

Based on Stephens Consulting's 13F filing for Q2 2023, filed 21 Jul 2023.