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Evelyn Partners Group Ltd’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Evelyn Partners Group Ltd’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 		$623K Buy
+15,740
New +$700K ﹤0.01% 202

Other funds holding AAAU

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
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 51.91% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Evelyn Partners Group Ltd's AAAU Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026: 15,740 shares worth $623K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings.

138 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Evelyn Partners Group Ltd held 15,740 shares of Goldman Sachs Physical Gold ETF Shares worth $623K as of Q2 2026.
  • Goldman Sachs Physical Gold ETF Shares was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #202 holding.
  • 138 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.