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Summit Financial’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Summit Financial’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 		$4.33M Sell
109,376
-2,300
-2% -$102K 0.05% 386
2026
Q1 		$5.16M Sell
111,676
-2,723
-2% -$131K 0.07% 304
2025
Q4 		$4.87M Buy
114,399
+2,178
+2% +$89.3K 0.07% 275
2025
Q3 		$4.28M Buy
+112,221
New +$3.84M 0.07% 295

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial's AAAU Position: Q2 2026 in Review

Summit Financial reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 2.1% in Q2 2026, selling an estimated $102K and leaving 109,376 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #386.

Summit Financial first reported a position in AAAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.16M in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Summit Financial held 109,376 shares of Goldman Sachs Physical Gold ETF Shares worth $4.33M as of Q2 2026.
  • Summit Financial sold 2,300 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $102K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.05% of Summit Financial's portfolio in Q2 2026, its #386 holding.
  • Summit Financial first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Goldman Sachs Physical Gold ETF Shares position peaked at $5.16M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.