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Vista Investment Partners II’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Vista Investment Partners II’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 		$1.18M Sell
29,829
-3,997
-12% -$178K 0.46% 63
2026
Q1 		$1.56M Buy
33,826
+9,374
+38% +$451K 0.7% 51
2025
Q4 		$1.04M Buy
24,452
+5,652
+30% +$232K 0.45% 62
2025
Q3 		$717K Buy
+18,800
New +$643K 0.33% 65

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

Vista Investment Partners II's AAAU Position: Q2 2026 in Review

Vista Investment Partners II reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 12% in Q2 2026, selling an estimated $178K and leaving 29,829 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #63.

Vista Investment Partners II first reported a position in AAAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q1 2026. 138 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Vista Investment Partners II held 29,829 shares of Goldman Sachs Physical Gold ETF Shares worth $1.18M as of Q2 2026.
  • Vista Investment Partners II sold 3,997 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $178K.
  • Goldman Sachs Physical Gold ETF Shares made up 0.46% of Vista Investment Partners II's portfolio in Q2 2026, its #63 holding.
  • Vista Investment Partners II first reported a position in Goldman Sachs Physical Gold ETF Shares in Q3 2025 and has held it in 4 quarters since.
  • Vista Investment Partners II's Goldman Sachs Physical Gold ETF Shares position peaked at $1.56M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.