Steward Partners Investment Advisory’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-115	Closed	-$4.38K	–	4305
2025 Q3	$4.38K	Buy	+115	New	+$3.93K	﹤0.01%	3693

Other funds holding AAAU

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's AAAU Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q4 2025, closing a stake of 115 shares — an estimated $4.38K sold.

Steward Partners Investment Advisory first reported a position in AAAU in Q3 2025 and held it in 1 quarter. The position peaked at $4.38K in Q3 2025. 227 funds tracked by Wall St. Rank hold AAAU as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 115 Goldman Sachs Physical Gold ETF Shares shares in Q4 2025, an estimated $4.38K.
Steward Partners Investment Advisory first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and held it in 1 quarter.
Steward Partners Investment Advisory's Goldman Sachs Physical Gold ETF Shares position peaked at $4.38K in Q3 2025.
227 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.