Wealthcare Advisory Partners’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Wealthcare Advisory Partners’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	$284K	Sell	7,168 -1,400	-16%	-$62.3K	0.01%	900
2026 Q1	$396K	Buy	8,568 +100	+1%	+$4.81K	0.01%	781
2025 Q4	$360K	Buy	8,468 +565	+7%	+$23.2K	0.01%	803
2025 Q3	$301K	Buy	7,903 +870	+12%	+$29.7K	0.01%	852
2025 Q2	$230K	Buy	7,033 +200	+3%	+$6.49K	0.01%	890
2025 Q1	$211K	Buy	+6,833	New	+$194K	0.01%	856

Other funds holding AAAU

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthcare Advisory Partners's AAAU Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 16% in Q2 2026, selling an estimated $62.3K and leaving 7,168 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #900.

Wealthcare Advisory Partners first reported a position in AAAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Wealthcare Advisory Partners held 7,168 shares of Goldman Sachs Physical Gold ETF Shares worth $284K as of Q2 2026.
Wealthcare Advisory Partners sold 1,400 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $62.3K.
Goldman Sachs Physical Gold ETF Shares made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #900 holding.
Wealthcare Advisory Partners first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2025 and has held it in 6 quarters since.
Wealthcare Advisory Partners's Goldman Sachs Physical Gold ETF Shares position peaked at $396K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.