AAAU β€” GOLDMAN SACHS PHYSICAL GOLD ETF

Ownership history in IMA Advisory Services, Inc.  Β·  2 quarters on record

AI Ownership Summary

IMA Advisory Services, Inc. reported GOLDMAN SACHS PHYSICAL GOLD ETF (AAAU) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows AAAU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IMA Advisory Services, Inc.'s position in GOLDMAN SACHS PHYSICAL GOLD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AAAU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IMA Advisory Services, Inc. held AAAU β€” position size vs. price
% of Fund (quarterly)    AAAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 382 β€” 0% 0.00% $15K 2025-11-06 $39.28
2025 Q2 INITIATED 382 β€” β€” 0.00% $12K 2025-08-08 $33.56

🏒 Other funds also holding AAAU

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.2% Investors Research Corp 3Y 7Y 0.0%

FAQ About IMA Advisory Services, Inc. and AAAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has IMA Advisory Services, Inc. reported owning AAAU?

IMA Advisory Services, Inc. reported AAAU across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported AAAU position in IMA Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for AAAU was 0.00% in 2025 Q3.

What is the latest reported AAAU position on this page?

The most recent filing on this page is 2025 Q3, when IMA Advisory Services, Inc. reported 382 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this AAAU ownership page compare?

The chart compares IMA Advisory Services, Inc.'s quarterly AAAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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