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 $878.06M in AAAU holdings during the latest filing period.
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 $115.18M, representing an estimated gain of +6.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed AAAU value among the investors covered in this analysis. Major shareholders include Neos Investment Management Llc, Wellspring Financial Advisors, 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
239
Total Reported Value
$878.06M
Largest Holder
Neos Investment Management Llc
Largest Position
$108.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | $115,179,667 | +$6,973,128 | +6.44% | |
| Wellspring Financial Advisors, Llc | 7.16% | 2,065,764 | $95,417,619 | $87,009,980 | -$8,407,639 | -8.81% | |
| Lpl Financial Llc | 0.01% | 1,151,110 | $45,549,432 | $48,484,753 | +$2,935,321 | +6.44% | |
| Heirloom Wealth Management | 5.76% | 1,005,004 | $39,768,008 | $42,330,768 | +$2,562,760 | +6.44% | |
| Raymond James Financial Inc | 0.01% | 826,242 | $32,694,396 | $34,801,313 | +$2,106,917 | +6.44% | |
| Osaic Holdings, Inc. | 0.04% | 823,586 | $32,589,039 | $34,689,442 | +$2,100,403 | +6.45% | |
| Proficio Capital Partners Llc | 1.08% | 759,580 | $30,056,566 | $31,993,510 | +$1,936,944 | +6.44% | |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | 636,600 | $29,404,554 | $26,813,592 | -$2,590,962 | -8.81% | |
| Exchange Traded Concepts, Llc | 0.10% | 529,428 | $20,949,466 | $22,299,507 | +$1,350,041 | +6.44% | |
| Stifel Financial Corp | 0.01% | 412,635 | $16,327,989 | $17,380,186 | +$1,052,197 | +6.44% | |
| Royal Bank Of Canada | 0.00% | 393,243 | $15,561,000 | $16,563,395 | +$1,002,395 | +6.44% | |
| Augustine Asset Management Inc | 3.05% | 380,296 | $15,048,313 | $16,018,068 | +$969,755 | +6.44% | |
| Sonoma Allocations Llc | 3.86% | 308,858 | $12,414,549 | $13,009,099 | +$594,550 | +4.79% | |
| Colton Groome Financial Advisors, Llc | 2.97% | 310,579 | $12,289,598 | $13,081,587 | +$791,989 | +6.44% | |
| Kestra Advisory Services, Llc | 0.04% | 282,294 | $11,170,354 | $11,890,223 | +$719,869 | +6.44% | |
| Alerus Financial Na | 0.49% | 281,513 | $11,139,469 | $11,857,328 | +$717,859 | +6.44% | |
| Clg Llc | 2.40% | 276,529 | $10,942,253 | $11,647,401 | +$705,148 | +6.44% | |
| Cetera Investment Advisers | 0.01% | 274,731 | $10,871,106 | $11,571,670 | +$700,564 | +6.44% | |
| China Universal Asset Management Co., Ltd. | 0.57% | 242,000 | $9,575,940 | $10,193,040 | +$617,100 | +6.44% | |
| Goalvest Advisory Llc | 1.62% | 221,219 | $8,753,636 | $9,317,744 | +$564,108 | +6.44% | |
| American National Bank & Trust | 0.74% | 220,351 | $8,718,743 | $9,281,184 | +$562,441 | +6.45% | |
| Jpmorgan Chase & Co | 0.00% | 210,759 | $8,343,967 | $8,877,169 | +$533,202 | +6.39% | |
| Elevation Point Wealth Partners, Llc | 0.15% | 208,601 | $8,254,341 | $8,786,274 | +$531,933 | +6.44% | |
| Vestmark Advisory Solutions, Inc. | 0.08% | 208,281 | $8,241,679 | $8,772,796 | +$531,117 | +6.44% | |
| Oarsman Capital, Inc. | 0.86% | 204,694 | $8,099,742 | $8,621,711 | +$521,969 | +6.44% | |
| Prospera Financial Services Inc | 0.11% | 198,011 | $7,835,261 | $8,340,223 | +$504,962 | +6.44% | |
| Goldman Sachs Group Inc | 0.00% | 193,300 | $7,648,881 | $8,141,796 | +$492,915 | +6.44% | |
| Courage Capital Management Llc | 10.83% | 184,254 | $7,291,000 | $7,760,778 | +$469,778 | +6.44% | |
| Commonwealth Equity Services, Llc | 0.01% | 182,319 | $7,214,380 | $7,679,276 | +$464,896 | +6.44% | |
| Fortis Group Advisors, Llc | 1.15% | 181,273 | $7,172,973 | $7,635,219 | +$462,246 | +6.44% | |
| Osborne Partners Capital Management, Llc | 0.39% | 177,988 | $7,042,985 | $7,496,855 | +$453,870 | +6.44% | |
| Marks Group Wealth Management, Inc | 0.59% | 170,635 | $6,752,027 | $7,187,146 | +$435,119 | +6.44% | |
| World Investment Advisors | 0.11% | 139,349 | $6,436,220 | $5,869,380 | -$566,840 | -8.81% | |
| Winch Advisory Services, Llc | 1.19% | 145,113 | $5,742,130 | $6,112,160 | +$370,030 | +6.44% | |
| Rockport Wealth Llc | 0.94% | 141,928 | $5,616,092 | $5,978,007 | +$361,915 | +6.44% | |
| Jump Financial, Llc | 0.05% | 127,111 | $5,029,782 | $5,353,915 | +$324,133 | +6.44% | |
| Nikulski Financial, Inc. | 1.05% | 123,390 | $4,882,532 | $5,197,187 | +$314,655 | +6.44% | |
| Procyon Advisors, Llc | 0.21% | 122,006 | $4,827,778 | $5,138,893 | +$311,115 | +6.44% | |
| Geneos Wealth Management Inc. | 0.10% | 120,387 | $4,763,694 | $5,070,700 | +$307,006 | +6.44% | |
| Jane Street Group, Llc | 0.00% | 117,007 | $4,629,967 | $4,928,335 | +$298,368 | +6.44% | |
| Optimus Capital Advisors, Llc | 2.35% | 110,408 | $4,368,845 | $4,650,385 | +$281,540 | +6.44% | |
| Mgo One Seven Llc | 0.07% | 109,855 | $4,346,969 | $4,627,093 | +$280,124 | +6.44% | |
| Summit Financial, Llc | 0.05% | 109,376 | $4,328,008 | $4,606,917 | +$278,909 | +6.44% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 108,666 | $4,299,914 | $4,577,012 | +$277,098 | +6.44% | |
| Pinion Investment Advisors, Llc | 0.78% | 103,766 | $4,106,021 | $4,370,624 | +$264,603 | +6.44% | |
| Cerity Partners Llc | 0.00% | 100,810 | $3,989,051 | $4,246,117 | +$257,066 | +6.44% | |
| Cambridge Advisors Inc. | 0.63% | 92,025 | $3,641,429 | $3,876,093 | +$234,664 | +6.44% | |
| Wealthtrak Capital Management Llc | 2.26% | 86,992 | $3,442,273 | $3,664,103 | +$221,830 | +6.44% | |
| Onedigital Investment Advisors Llc | 0.03% | 83,075 | $3,287,284 | $3,499,119 | +$211,835 | +6.44% | |
| Riverwater Partners Llc | 0.97% | 82,626 | $3,269,511 | $3,480,207 | +$210,696 | +6.44% |
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.