World Investment Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

World Investment Advisors’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	$6.44M	Hold	139,349	–	–	0.11%	216
2026 Q1	$6.44M	Sell	139,349 -7,675	-5%	-$369K	0.1%	217
2025 Q4	$6.26M	Buy	147,024 +6,924	+5%	+$284K	0.1%	225
2025 Q3	$5.34M	Buy	140,100 +65,231	+87%	+$2.23M	0.11%	208
2025 Q2	$2.45M	Buy	74,869 +16,768	+29%	+$544K	0.06%	343
2025 Q1	$1.79M	Buy	58,101 +4,919	+9%	+$139K	0.05%	370
2024 Q4	$1.38M	Buy	+53,182	New	+$1.4M	0.04%	407

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

World Investment Advisors's AAAU Position: Q2 2026 in Review

World Investment Advisors held its Goldman Sachs Physical Gold ETF Shares (AAAU) position steady in Q2 2026 at 139,349 shares worth $6.44M. The position accounts for 0.11% of the portfolio, ranked #216.

World Investment Advisors first reported a position in AAAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.44M in Q1 2026. 242 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

World Investment Advisors held 139,349 shares of Goldman Sachs Physical Gold ETF Shares worth $6.44M as of Q2 2026.
World Investment Advisors left its Goldman Sachs Physical Gold ETF Shares share count unchanged in Q2 2026.
Goldman Sachs Physical Gold ETF Shares made up 0.11% of World Investment Advisors's portfolio in Q2 2026, its #216 holding.
World Investment Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $6.44M in Q1 2026.
242 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.