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Goldman Sachs Physical Gold shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Goldman Sachs Physical Gold (AAAU) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Goldman Sachs Physical Gold

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs Physical Gold held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs Physical Gold by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $76M 2.0M 38.12
2025-06-30 $54M 1.6M 32.68
2025-03-31 $53M 1.7M 30.88
2024-12-31 $36M 1.4M 25.94
2024-09-30 $34M 1.3M 26.03
2022-09-30 $2.8M 171k 16.49

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Goldman Sachs Physical Gold

Wellspring Financial Advisors
Advisor Group Holdings
LPL Financial
Proficio Capital Partners
NEOS Investment Management
Raymond James Financial
Royal Bank of Canada
Mirae Asset Global Investments
Exchange Traded Concepts
Augustine Asset Management
Cetera Investment Advisers
Sonoma Allocations
Cambridge Investment Research Advisors
Alerus Financial
Osborne Partners Capital Management

View all funds holding Goldman Sachs Physical Gold