Wealth Enhancement Advisory Services
AAAU icon

Wealth Enhancement Advisory Services’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-5,508
Closed -$254K – 4135
2026
Q1 		$254K Buy
5,508
+2,858
+108% +$137K ﹤0.01% 2937
2025
Q4 		$120K Sell
2,650
-1,195
-31% -$49K ﹤0.01% 3398
2025
Q3 		$151K Sell
3,845
-5,518
-59% -$189K ﹤0.01% 3231
2025
Q2 		$308K Buy
+9,363
New +$304K ﹤0.01% 2615

Other funds holding AAAU

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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM

Wealth Enhancement Advisory Services's AAAU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Goldman Sachs Physical Gold ETF Shares (AAAU) in Q2 2026, closing a stake of 5,508 shares — an estimated $254K sold.

Wealth Enhancement Advisory Services first reported a position in AAAU in Q2 2025 and held it in 4 quarters. The position peaked at $308K in Q2 2025. 32 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Goldman Sachs Physical Gold ETF Shares position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,508 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $254K.
  • Wealth Enhancement Advisory Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Goldman Sachs Physical Gold ETF Shares position peaked at $308K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.