GOLDMAN SACHS PHYSICAL GOLD (AAAU) Institutional Shareholders
GOLDMAN SACHS PHYSICAL GOLD (AAAU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $905.62M in AAAU holdings during the latest filing period.
Wellspring Financial Advisors, Llc is currently the largest disclosed institutional shareholder of AAAU tracked by InsiderSet, reporting ownership valued at approximately $95.42M in its March 31, 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 $82.49M, representing an estimated loss of -13.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed AAAU value among the investors covered in this analysis. Major shareholders include Wellspring Financial Advisors, Llc, Neos Investment Management Llc, Lpl Financial Llc, 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
243
Total Reported Value
$905.62M
Largest Holder
Wellspring Financial Advisors, Llc
Largest Position
$95.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wellspring Financial Advisors, Llc | 7.16% | 2,065,764 | $95,417,619 | $82,485,957 | -$12,931,662 | -13.55% | |
| Neos Investment Management Llc | 0.46% | 1,973,160 | $91,140,260 | $78,788,279 | -$12,351,981 | -13.55% | |
| Lpl Financial Llc | 0.01% | 1,183,158 | $54,650,045 | $47,243,499 | -$7,406,546 | -13.55% | |
| Proficio Capital Partners Llc | 2.60% | 1,054,757 | $48,719,221 | $42,116,447 | -$6,602,774 | -13.55% | |
| Raymond James Financial Inc | 0.01% | 875,043 | $40,418,236 | $34,940,467 | -$5,477,769 | -13.55% | |
| Osaic Holdings, Inc. | 0.05% | 671,921 | $31,035,787 | $26,829,806 | -$4,205,981 | -13.55% | |
| Quadrature Capital Ltd | 0.31% | 561,793 | $25,949,219 | $22,432,394 | -$3,516,825 | -13.55% | |
| Exchange Traded Concepts, Llc | 0.10% | 529,428 | $20,949,466 | $21,140,060 | +$190,594 | +0.91% | |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | 511,600 | $20,244,012 | $20,428,188 | +$184,176 | +0.91% | |
| Royal Bank Of Canada | 0.00% | 424,552 | $19,610,000 | $16,952,361 | -$2,657,639 | -13.55% | |
| Stifel Financial Corp | 0.02% | 413,544 | $19,101,604 | $16,512,812 | -$2,588,792 | -13.55% | |
| Augustine Asset Management Inc | 3.05% | 380,296 | $15,048,313 | $15,185,219 | +$136,906 | +0.91% | |
| Alerus Financial Na | 0.70% | 306,513 | $14,157,835 | $12,239,064 | -$1,918,771 | -13.55% | |
| Cetera Investment Advisers | 0.01% | 300,572 | $13,883,431 | $12,001,840 | -$1,881,591 | -13.55% | |
| Goldman Sachs Group Inc | 0.00% | 288,071 | $13,305,999 | $11,502,675 | -$1,803,324 | -13.55% | |
| Sonoma Allocations Llc | 3.86% | 308,858 | $12,414,549 | $12,332,700 | -$81,849 | -0.66% | |
| Colton Groome Financial Advisors, Llc | 2.97% | 310,579 | $12,289,598 | $12,401,419 | +$111,821 | +0.91% | |
| Kestra Advisory Services, Llc | 0.04% | 282,294 | $11,170,354 | $11,271,999 | +$101,645 | +0.91% | |
| Clg Llc | 2.40% | 276,529 | $10,942,253 | $11,041,803 | +$99,550 | +0.91% | |
| China Universal Asset Management Co., Ltd. | 0.57% | 242,000 | $9,575,940 | $9,663,060 | +$87,120 | +0.91% | |
| Oarsman Capital, Inc. | 1.10% | 191,704 | $8,854,808 | $7,654,741 | -$1,200,067 | -13.55% | |
| Goalvest Advisory Llc | 1.62% | 221,219 | $8,753,636 | $8,833,275 | +$79,639 | +0.91% | |
| American National Bank & Trust | 0.74% | 220,351 | $8,718,743 | $8,798,615 | +$79,872 | +0.92% | |
| Heirloom Wealth Management | 1.49% | 178,748 | $8,256,370 | $7,137,408 | -$1,118,962 | -13.55% | |
| Osborne Partners Capital Management, Llc | 0.42% | 172,340 | $7,960,385 | $6,881,536 | -$1,078,849 | -13.55% | |
| Prospera Financial Services Inc | 0.11% | 198,011 | $7,835,261 | $7,906,579 | +$71,318 | +0.91% | |
| Hightower Advisors, Llc | 0.01% | 162,901 | $7,524,397 | $6,504,637 | -$1,019,760 | -13.55% | |
| Citadel Advisors Llc | 0.01% | 160,970 | $7,435,204 | $6,427,532 | -$1,007,672 | -13.55% | |
| Susquehanna International Group, Llp | 0.01% | 160,035 | $7,392,017 | $6,390,198 | -$1,001,819 | -13.55% | |
| Commonwealth Equity Services, Llc | 0.01% | 182,319 | $7,214,380 | $7,279,998 | +$65,618 | +0.91% | |
| Fortis Group Advisors, Llc | 1.15% | 181,273 | $7,172,973 | $7,238,231 | +$65,258 | +0.91% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 148,311 | $6,850,485 | $5,922,058 | -$928,427 | -13.55% | |
| Marks Group Wealth Management, Inc | 0.59% | 170,635 | $6,752,027 | $6,813,456 | +$61,429 | +0.91% | |
| Winch Advisory Services, Llc | 1.52% | 144,462 | $6,672,687 | $5,768,368 | -$904,319 | -13.55% | |
| World Investment Advisors | 0.10% | 139,349 | $6,436,530 | $5,564,206 | -$872,324 | -13.55% | |
| Geneos Wealth Management Inc. | 0.13% | 123,010 | $5,681,809 | $4,911,789 | -$770,020 | -13.55% | |
| Rockport Wealth Llc | 0.94% | 141,928 | $5,616,092 | $5,667,185 | +$51,093 | +0.91% | |
| Tandem Financial, Llc | 1.86% | 119,160 | $5,504,001 | $4,758,059 | -$745,942 | -13.55% | |
| Cerity Partners Llc | 0.01% | 113,156 | $5,226,676 | $4,518,319 | -$708,357 | -13.55% | |
| Summit Financial, Llc | 0.07% | 111,676 | $5,158,314 | $4,459,223 | -$699,091 | -13.55% | |
| Nikulski Financial, Inc. | 1.05% | 123,390 | $4,882,532 | $4,926,963 | +$44,431 | +0.91% | |
| Procyon Advisors, Llc | 0.21% | 122,006 | $4,827,778 | $4,871,700 | +$43,922 | +0.91% | |
| Pinion Investment Advisors, Llc | 1.09% | 100,604 | $4,646,899 | $4,017,118 | -$629,781 | -13.55% | |
| Optimus Capital Advisors, Llc | 2.35% | 110,408 | $4,368,845 | $4,408,591 | +$39,746 | +0.91% | |
| Mgo One Seven Llc | 0.07% | 109,855 | $4,346,969 | $4,386,510 | +$39,541 | +0.91% | |
| Vivaldi Capital Management Lp | 0.54% | 85,089 | $3,930,261 | $3,397,604 | -$532,657 | -13.55% | |
| Wealthtrak Capital Management Llc | 2.76% | 83,704 | $3,866,288 | $3,342,301 | -$523,987 | -13.55% | |
| Cambridge Advisors Inc. | 0.63% | 92,025 | $3,641,429 | $3,674,558 | +$33,129 | +0.91% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 1.13% | 77,204 | $3,566,053 | $3,082,756 | -$483,297 | -13.55% | |
| Mutual Advisors, Llc | 0.08% | 76,781 | $3,546,514 | $3,065,865 | -$480,649 | -13.55% |
Frequently asked questions about AAAU
Who owns the most AAAU stock?
The largest holders of AAAU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GOLDMAN SACHS PHYSICAL GOLD (AAAU).
Is AAAU widely held by superinvestors?
Many widely followed stocks like AAAU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AAAU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.