AAAU Institutional Ownership & Shareholders
GOLDMAN SACHS PHYSICAL GOLD (AAAU) is currently held by 244 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $903.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Neos Investment Management Llc is currently the largest disclosed institutional shareholder of AAAU tracked by InsiderSet, reporting ownership valued at approximately $108.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $104.65M, representing an estimated loss of -3.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed AAAU value among the investors covered in this analysis. Major shareholders include Neos Investment Management Llc, Wellspring Financial Advisors, Llc, Heirloom Wealth Management, and several other long-term asset managers with concentrated positions in GOLDMAN SACHS PHYSICAL GOLD (AAAU).
This page ranks the largest institutional AAAU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
244
Total Reported Value
$903.12M
Largest Holder
Neos Investment Management Llc
Largest Position
$108.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Neos Investment Management Llc | 0.40% | 2,734,560 | $108,206,539 | $104,651,611 | -$3,554,928 | -3.29% | |
| Wellspring Financial Advisors, Llc | 7.16% | 2,065,764 | $95,417,619 | $79,056,788 | -$16,360,831 | -17.15% | |
| Heirloom Wealth Management | 7.91% | 1,485,169 | $60,832,522 | $56,837,418 | -$3,995,104 | -6.57% | |
| Lpl Financial Llc | 0.01% | 1,151,110 | $45,549,432 | $44,052,980 | -$1,496,452 | -3.29% | |
| Raymond James Financial Inc | 0.01% | 826,242 | $32,694,396 | $31,620,281 | -$1,074,115 | -3.29% | |
| Osaic Holdings, Inc. | 0.04% | 823,586 | $32,589,039 | $31,518,636 | -$1,070,403 | -3.28% | |
| Proficio Capital Partners Llc | 1.08% | 759,580 | $30,056,566 | $29,069,127 | -$987,439 | -3.29% | |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | 639,513 | $26,194,452 | $24,474,163 | -$1,720,289 | -6.57% | |
| Exchange Traded Concepts, Llc | 0.10% | 537,785 | $22,027,674 | $20,581,032 | -$1,446,642 | -6.57% | |
| Stifel Financial Corp | 0.01% | 412,635 | $16,327,989 | $15,791,541 | -$536,448 | -3.29% | |
| Royal Bank Of Canada | 0.00% | 393,243 | $15,561,000 | $15,049,410 | -$511,590 | -3.29% | |
| Augustine Asset Management Inc | 3.35% | 379,632 | $15,549,727 | $14,528,517 | -$1,021,210 | -6.57% | |
| Colton Groome Financial Advisors, Llc | 2.97% | 309,570 | $12,679,974 | $11,847,244 | -$832,730 | -6.57% | |
| Sonoma Allocations Llc | 3.86% | 308,858 | $12,414,549 | $11,819,996 | -$594,553 | -4.79% | |
| Clg Llc | 2.43% | 284,736 | $11,662,787 | $10,896,847 | -$765,940 | -6.57% | |
| Kestra Advisory Services, Llc | 0.03% | 277,101 | $11,350,063 | $10,604,655 | -$745,408 | -6.57% | |
| Alerus Financial Na | 0.49% | 281,513 | $11,139,469 | $10,773,503 | -$365,966 | -3.29% | |
| Cetera Investment Advisers | 0.01% | 274,731 | $10,871,106 | $10,513,955 | -$357,151 | -3.29% | |
| China Universal Asset Management Co., Ltd. | 0.54% | 251,600 | $10,355,856 | $9,628,732 | -$727,124 | -7.02% | |
| Goalvest Advisory Llc | 1.62% | 229,006 | $9,380,086 | $8,764,060 | -$616,026 | -6.57% | |
| American National Bank & Trust | 0.79% | 209,704 | $8,589,475 | $8,025,372 | -$564,103 | -6.57% | |
| Jpmorgan Chase & Co | 0.00% | 210,759 | $8,343,967 | $8,065,747 | -$278,220 | -3.33% | |
| Elevation Point Wealth Partners, Llc | 0.15% | 208,601 | $8,254,341 | $7,983,160 | -$271,181 | -3.29% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 208,281 | $8,241,679 | $7,970,914 | -$270,765 | -3.29% | |
| Oarsman Capital, Inc. | 0.86% | 204,694 | $8,099,742 | $7,833,639 | -$266,103 | -3.29% | |
| Commonwealth Equity Services, Llc | 0.01% | 194,246 | $7,956,341 | $7,433,794 | -$522,547 | -6.57% | |
| Prospera Financial Services Inc | 0.11% | 198,011 | $7,835,261 | $7,577,881 | -$257,380 | -3.28% | |
| Goldman Sachs Group Inc | 0.00% | 193,300 | $7,648,881 | $7,397,591 | -$251,290 | -3.29% | |
| Courage Capital Management Llc | 10.83% | 184,254 | $7,291,000 | $7,051,401 | -$239,599 | -3.29% | |
| Fortis Group Advisors, Llc | 1.15% | 181,273 | $7,172,973 | $6,937,318 | -$235,655 | -3.29% | |
| Osborne Partners Capital Management, Llc | 0.39% | 177,988 | $7,042,985 | $6,811,601 | -$231,384 | -3.29% | |
| Marks Group Wealth Management, Inc | 0.59% | 170,635 | $6,752,027 | $6,530,201 | -$221,826 | -3.29% | |
| World Investment Advisors | 0.11% | 139,349 | $6,436,220 | $5,332,886 | -$1,103,334 | -17.14% | |
| Procyon Advisors, Llc | 0.25% | 144,556 | $5,921,028 | $5,532,158 | -$388,870 | -6.57% | |
| Winch Advisory Services, Llc | 1.19% | 145,113 | $5,742,130 | $5,553,475 | -$188,655 | -3.29% | |
| Rockport Wealth Llc | 0.94% | 141,928 | $5,616,092 | $5,431,585 | -$184,507 | -3.29% | |
| Jump Financial, Llc | 0.05% | 127,111 | $5,029,782 | $4,864,538 | -$165,244 | -3.29% | |
| Nikulski Financial, Inc. | 1.05% | 123,390 | $4,882,532 | $4,722,135 | -$160,397 | -3.29% | |
| Geneos Wealth Management Inc. | 0.10% | 120,387 | $4,763,694 | $4,607,210 | -$156,484 | -3.28% | |
| Jane Street Group, Llc | 0.00% | 117,007 | $4,629,967 | $4,477,858 | -$152,109 | -3.29% | |
| Optimus Capital Advisors, Llc | 2.35% | 110,408 | $4,368,845 | $4,225,314 | -$143,531 | -3.29% | |
| Summit Financial, Llc | 0.05% | 109,376 | $4,328,008 | $4,185,820 | -$142,188 | -3.29% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 108,666 | $4,299,914 | $4,158,648 | -$141,266 | -3.29% | |
| Pinion Investment Advisors, Llc | 0.78% | 103,766 | $4,106,021 | $3,971,125 | -$134,896 | -3.29% | |
| Moulton Wealth Management, Inc | 2.76% | 99,027 | $4,074,961 | $3,789,763 | -$285,198 | -7.00% | |
| Cerity Partners Llc | 0.00% | 100,810 | $3,989,051 | $3,857,999 | -$131,052 | -3.29% | |
| Cambridge Advisors Inc. | 0.63% | 88,762 | $3,635,692 | $3,396,922 | -$238,770 | -6.57% | |
| Wealthtrak Capital Management Llc | 2.26% | 86,992 | $3,442,273 | $3,329,184 | -$113,089 | -3.29% | |
| Onedigital Investment Advisors Llc | 0.03% | 83,075 | $3,287,284 | $3,179,280 | -$108,004 | -3.29% | |
| Riverwater Partners Llc | 0.97% | 82,626 | $3,269,511 | $3,162,097 | -$107,414 | -3.29% |
Frequently asked questions about AAAU
Who are the largest institutional holders of AAAU?
The largest institutional holders of AAAU reported in the latest SEC Form 13F filings include Neos Investment Management Llc, Wellspring Financial Advisors, Llc, Heirloom Wealth Management, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported AAAU position.
What is AAAU institutional ownership?
This page tracks AAAU positions reported by institutional investment managers through SEC Form 13F. GOLDMAN SACHS PHYSICAL GOLD (AAAU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAAU?
InsiderSet currently tracks 244 institutional managers reporting AAAU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AAAU shareholders.
How much AAAU stock do institutions own?
Institutional investment managers disclosed approximately $903.12M in AAAU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAAU institutional ownership last updated?
The latest AAAU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AAAU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AAAU position after the reporting date.
Are institutions buying or selling AAAU?
Institutional buying and selling can be analyzed by comparing AAAU positions across consecutive 13F reporting periods. InsiderSet's AAAU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAAU ownership changes.
How has AAAU institutional ownership changed over time?
InsiderSet tracks AAAU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.