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

Trinity Financial 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 Q3	$671K	Buy	+16,374	New	+$688K	0.17%	50

Other funds holding AAAU

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Trinity Financial Advisors's AAAU Position: Q3 2026 in Review

Trinity Financial Advisors opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q3 2026: 16,374 shares worth $671K. The stake represents 0.17% of the portfolio and ranks #50 among its holdings.

12 funds tracked by Wall St. Rank hold AAAU as of Q3 2026.

Trinity Financial Advisors held 16,374 shares of Goldman Sachs Physical Gold ETF Shares worth $671K as of Q3 2026.
Goldman Sachs Physical Gold ETF Shares was a new Trinity Financial Advisors position in Q3 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.17% of Trinity Financial Advisors's portfolio in Q3 2026, its #50 holding.
12 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.