L.M. KOHN & COMPANY AAAU β€” GOLDMAN SACHS PHYSICAL GOLD UNIT

Ownership history in L.M. KOHN & COMPANY  Β·  3 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported GOLDMAN SACHS PHYSICAL GOLD UNIT (AAAU) in 3 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows AAAU at 0.15% 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 L.M. KOHN & COMPANY's position in GOLDMAN SACHS PHYSICAL GOLD UNIT, 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 Q2

AAAU was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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 L.M. KOHN & COMPANY held AAAU β€” position size vs. price
% of Fund (quarterly)    AAAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 17,137 +3,289 +23.8% 0.15% $560K 2025-08-04 $33.34
2024 Q3 REDUCED 9.8% -1.0% βœ… 13,848 -1,502 -9.8% 0.09% $360K 2024-11-14 $25.38
2023 Q4 INITIATED β€” β€” β€” 15,350 β€” β€” 0.10% $314K 2024-02-09 $20.05

FAQ About L.M. KOHN & COMPANY and AAAU

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

How long has L.M. KOHN & COMPANY reported owning AAAU?

L.M. KOHN & COMPANY reported AAAU across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported AAAU position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for AAAU was 0.15% in 2025 Q2.

What is the latest reported AAAU position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 17,137 shares, equal to 0.15% of portfolio, with an estimated market value of $560K.

What does the chart on this AAAU ownership page compare?

The chart compares L.M. KOHN & COMPANY'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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