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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

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

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. 31 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.
  • 31 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.