Heirloom Wealth Management Goldman Sachs Physical Gold ETF Transaction History
Heirloom Wealth Management
- $401 Million
- Q4 2025
A detailed history of Heirloom Wealth Management transactions in Goldman Sachs Physical Gold ETF stock. As of the latest transaction made, Heirloom Wealth Management holds 76,560 shares of AAAU stock, worth $3.09 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
76,560Holding current value
$3.09 Million% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding AAAU
# of Institutions
221Shares Held
19.9MCall Options Held
8.3KPut Options Held
5.5K-
Wellspring Financial Advisors, LLC Cleveland, OH1.99MShares$80.2 Million6.96% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.05MShares$42.2 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC887KShares$35.8 Million0.01% of portfolio
-
Proficio Capital Partners LLC Newton, MA854KShares$34.4 Million2.24% of portfolio
-
Neos Investment Management LLC Westport, CT787KShares$31.8 Million0.23% of portfolio
About Goldman Sachs Physical Gold ETF
- Ticker AAAU
- Exchange CBOE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 33,170,000
- Market Cap $1.34B