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TCFG Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

TCFG Investment Advisors’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 		$1.12M Buy
28,395
+20,870
+277% +$929K 0.38% 63
2026
Q1 		$348K Buy
+7,525
New +$362K 0.13% 168

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

TCFG Investment Advisors's AAAU Position: Q2 2026 in Review

TCFG Investment Advisors increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 277% in Q2 2026, buying an estimated $929K and bringing the position to 28,395 shares worth $1.12M. The position accounts for 0.38% of the portfolio, ranked #63.

TCFG Investment Advisors first reported a position in AAAU in Q1 2026 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • TCFG Investment Advisors held 28,395 shares of Goldman Sachs Physical Gold ETF Shares worth $1.12M as of Q2 2026.
  • TCFG Investment Advisors bought 20,870 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $929K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.38% of TCFG Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • TCFG Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2026 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.