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

Tandem 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 		$2.81M Sell
71,050
-48,110
-40% -$2.14M 0.85% 30
2026
Q1 		$5.5M Buy
+119,160
New +$5.73M 1.75% 16
2025
Q4 		– Sell
-163,270
Closed -$6.22M – 50
2025
Q3 		$6.22M Buy
+163,270
New +$5.58M 2.32% 10

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

Tandem Financial's AAAU Position: Q2 2026 in Review

Tandem Financial reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 40% in Q2 2026, selling an estimated $2.14M and leaving 71,050 shares worth $2.81M. The position accounts for 0.85% of the portfolio, ranked #30.

Tandem Financial first reported a position in AAAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.22M in Q3 2025. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Tandem Financial held 71,050 shares of Goldman Sachs Physical Gold ETF Shares worth $2.81M as of Q2 2026.
  • Tandem Financial sold 48,110 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $2.14M.
  • Goldman Sachs Physical Gold ETF Shares made up 0.85% of Tandem Financial's portfolio in Q2 2026, its #30 holding.
  • Tandem Financial first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 3 quarters since.
  • Tandem Financial's Goldman Sachs Physical Gold ETF Shares position peaked at $6.22M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.