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

Waverly 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 Q1	$1.47M	Buy	+31,832	New	+$1.53M	0.01%	715

Other funds holding AAAU

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Waverly Advisors's AAAU Position: Q1 2026 in Review

Waverly Advisors opened a new position in Goldman Sachs Physical Gold ETF Shares (AAAU) in Q1 2026: 31,832 shares worth $1.47M. The stake represents 0.01% of the portfolio and ranks #715 among its holdings.

248 funds tracked by Wall St. Rank hold AAAU as of Q1 2026.

Waverly Advisors held 31,832 shares of Goldman Sachs Physical Gold ETF Shares worth $1.47M as of Q1 2026.
Goldman Sachs Physical Gold ETF Shares was a new Waverly Advisors position in Q1 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #715 holding.
248 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.