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

Winch 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	$5.74M	Buy	145,113 +651	+0.5%	+$29K	1.19%	20
2026 Q1	$6.67M	Sell	144,462 -3,415	-2%	-$164K	1.52%	15
2025 Q4	$6.29M	Sell	147,877 -753	-0.5%	-$30.9K	1.39%	17
2025 Q3	$5.67M	Buy	148,630 +826	+0.6%	+$28.2K	1.27%	18
2025 Q2	$4.83M	Sell	147,804 -1,826	-1%	-$59.3K	1.18%	20
2025 Q1	$4.62M	Buy	149,630 +72	+0%	+$2.04K	1.22%	19
2024 Q4	$3.88M	Buy	149,558 +1,622	+1%	+$42.7K	1.01%	22
2024 Q3	$3.85M	Sell	147,936 -3,575	-2%	-$87.6K	1.06%	19
2024 Q2	$3.49M	Buy	151,511 +2,849	+2%	+$65.9K	1%	20
2024 Q1	$3.27M	Buy	+148,662	New	+$3.05M	1%	21

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

Winch Advisory Services's AAAU Position: Q2 2026 in Review

Winch Advisory Services increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 0.45% in Q2 2026, buying an estimated $29K and bringing the position to 145,113 shares worth $5.74M. The position accounts for 1.19% of the portfolio, ranked #20.

Winch Advisory Services first reported a position in AAAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.67M in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Winch Advisory Services held 145,113 shares of Goldman Sachs Physical Gold ETF Shares worth $5.74M as of Q2 2026.
Winch Advisory Services bought 651 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $29K.
Goldman Sachs Physical Gold ETF Shares made up 1.19% of Winch Advisory Services's portfolio in Q2 2026, its #20 holding.
Winch Advisory Services first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2024 and has held it in 10 quarters since.
Winch Advisory Services's Goldman Sachs Physical Gold ETF Shares position peaked at $6.67M in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.