Wood Tarver Financial Group’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Wood Tarver Financial Group’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	$214K	Sell	5,416 -520	-9%	-$23.1K	0.05%	159
2026 Q1	$274K	Sell	5,936 -324	-5%	-$15.6K	0.08%	128
2025 Q4	$266K	Buy	6,260 +341	+6%	+$14K	0.07%	130
2025 Q3	$225K	Buy	5,919 +1,400	+31%	+$47.8K	0.07%	144
2025 Q2	$147K	Buy	+4,519	New	+$147K	0.04%	162

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

Wood Tarver Financial Group's AAAU Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 8.8% in Q2 2026, selling an estimated $23.1K and leaving 5,416 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #159.

Wood Tarver Financial Group first reported a position in AAAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $274K in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

Wood Tarver Financial Group held 5,416 shares of Goldman Sachs Physical Gold ETF Shares worth $214K as of Q2 2026.
Wood Tarver Financial Group sold 520 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $23.1K.
Goldman Sachs Physical Gold ETF Shares made up 0.05% of Wood Tarver Financial Group's portfolio in Q2 2026, its #159 holding.
Wood Tarver Financial Group first reported a position in Goldman Sachs Physical Gold ETF Shares in Q2 2025 and has held it in 5 quarters since.
Wood Tarver Financial Group's Goldman Sachs Physical Gold ETF Shares position peaked at $274K in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.