Strait & Sound Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Strait & Sound Wealth Management’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	$782K	Buy	19,770 +458	+2%	+$20.4K	0.27%	78
2026 Q1	$892K	Buy	19,312 +774	+4%	+$37.2K	0.33%	69
2025 Q4	$789K	Buy	18,538 +532	+3%	+$21.8K	0.29%	71
2025 Q3	$686K	Buy	18,006 +268	+2%	+$9.16K	0.26%	75
2025 Q2	$580K	Buy	17,738 +5,199	+41%	+$169K	0.25%	80
2025 Q1	$387K	Buy	+12,539	New	+$355K	0.18%	95

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

Strait & Sound Wealth Management's AAAU Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 2.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 19,770 shares worth $782K. The position accounts for 0.27% of the portfolio, ranked #78.

Strait & Sound Wealth Management first reported a position in AAAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $892K in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Strait & Sound Wealth Management held 19,770 shares of Goldman Sachs Physical Gold ETF Shares worth $782K as of Q2 2026.
Strait & Sound Wealth Management bought 458 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $20.4K.
Goldman Sachs Physical Gold ETF Shares made up 0.27% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #78 holding.
Strait & Sound Wealth Management first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 6 quarters since.
Strait & Sound Wealth Management's Goldman Sachs Physical Gold ETF Shares position peaked at $892K in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.