We are live on ! Find out more
AAAU icon

Goldman Sachs Physical Gold ETF Shares
AAAU

100 hedge funds and large institutions have $245M invested in Goldman Sachs Physical Gold ETF Shares in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $184M → $245M (+$60.5M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more funds holding

Funds holding: 81 → 100 (+19)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

3.58% more ownership

Funds ownership: 35.19% → 38.77% (+3.6%)

Holders
100
Holders Change
+19
Holders Change %
+23.46%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
33
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$36.7M
2
AF
Alerus Financial
North Dakota
+$10.3M
3
WFA
Wellspring Financial Advisors
Ohio
+$9.23M
4
AAM
Augustine Asset Management
Florida
+$6.57M
5
RGF
Retirement Guys Formula
Ohio
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
MGWM
Marks Group Wealth Management
Minnesota
-$12.6M
2
AWM
AE Wealth Management
Kansas
-$5.83M
3
Jane Street
Jane Street
New York
-$4.96M
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
-$4.69M
5
AWM
Axxcess Wealth Management
California
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$2.43M -$2.49M -127,088 -52%
SWA
27
Stratos Wealth Advisors
Ohio
$2.34M -$151K -7,691 -6%
CAAS
28
Capital Asset Advisory Services
Michigan
$2.23M +$18.2K +931 +0.9%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.2M +$474K +24,190 +29%
RGF
30
Retirement Guys Formula
Ohio
$2.18M +$2.09M +106,546 New
Renaissance Technologies
31
Renaissance Technologies
New York
$2.13M +$2.05M +104,500 New
GRP
32
Global Retirement Partners
California
$2.1M -$9.2K -470 -0.4%
MWM
33
Merriman Wealth Management
Washington
$2M +$1.92M +97,887 New
PAG
34
Paladin Advisory Group
Iowa
$1.97M -$99.3K -5,071 -5%
ASN
35
Advisory Services Network
Georgia
$1.96M +$53.3K +2,724 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.87M -$1.12M -57,022 -38%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.74M +$1.44M +73,500 +624%
MWM
38
Moulton Wealth Management
Washington
$1.58M -$6.97K -356 -0.5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.45M -$135K -6,904 -9%
RIA
40
Regal Investment Advisors
Michigan
$1.4M +$91.8K +4,685 +7%
ACP
41
Aveo Capital Partners
Colorado
$1.39M +$1.33M +67,797 New
VF
42
Virtu Financial
New York
$1.32M +$590K +30,102 +88%
EFS
43
Essex Financial Services
Connecticut
$1.31M +$156K +7,974 +14%
MA
44
Mutual Advisors
Nebraska
$1.17M -$85.2K -4,351 -7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.13M -$2.13M -108,727 -67%
Morgan Stanley
46
Morgan Stanley
New York
$1.01M +$422K +21,555 +77%
JSC
47
J. Stern & Co
United Kingdom
$848K +$831K +42,415 New
CA
48
Cetera Advisors
Colorado
$811K +$777K +39,700 New
Creative Planning
49
Creative Planning
Kansas
$806K +$40.9K +2,086 +6%
TF
50
Trek Financial
Arizona
$734K +$703K +35,905 New
1
2
3 4 5

AAAU Hedge Fund Activity: Q4 2023 in Review

100 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Physical Gold ETF Shares (AAAU) for Q4 2023, worth a combined $245M — up 33% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AAAU positions and 6 closed out — a net gain of 19 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $36.7M. The largest seller was Marks Group Wealth Management, cutting an estimated $12.6M.

  • 100 institutional investors held Goldman Sachs Physical Gold ETF Shares (AAAU) as of Q4 2023, up from 81 in Q3 2023.
  • Funds reported $245M of Goldman Sachs Physical Gold ETF Shares stock for Q4 2023, up 33% quarter-over-quarter.
  • 25 funds opened new Goldman Sachs Physical Gold ETF Shares positions in Q4 2023 and 6 closed out, a net change of +19 holders.
  • The largest Goldman Sachs Physical Gold ETF Shares buyer in Q4 2023 was Exchange Traded Concepts, an estimated $36.7M added.
  • The largest Goldman Sachs Physical Gold ETF Shares seller in Q4 2023 was Marks Group Wealth Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.