AAAU β€” GOLDMAN SACHS PHYSICAL GOLD ETF

Ownership history in Winch Advisory Services, LLC  Β·  8 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported GOLDMAN SACHS PHYSICAL GOLD ETF (AAAU) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q4. The latest visible filing shows AAAU at 1.39% 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 Winch Advisory Services, LLC'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 Q4

AAAU was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Winch Advisory Services, LLC held AAAU β€” position size vs. price
% of Fund (quarterly)    AAAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 147,877 -753 -0.5% 1.39% $6.3M 2026-02-14 (Est.) $49.65
2025 Q3 ADDED 148,630 +826 +0.6% 1.27% $5.7M 2025-11-12 $41.41
2025 Q2 REDUCED 147,804 -1,826 -1.2% 1.18% $4.8M 2025-08-07 $33.58
2025 Q1 ADDED 149,630 +72 +0.0% 1.22% $4.6M 2025-05-06 $33.82
2024 Q4 ADDED 149,558 +1,622 +1.1% 1.01% $3.9M 2025-01-14 $26.47
2024 Q3 REDUCED 147,936 -3,575 -2.4% 1.06% $3.9M 2024-10-21 $26.89
2024 Q2 ADDED 151,511 +2,849 +1.9% 1.00% $3.5M 2024-07-31 $24.24
2024 Q1 INITIATED 148,662 β€” β€” 1.00% $3.3M 2024-05-14 $23.33

🏒 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 Winch Advisory Services, LLC and AAAU

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

How long has Winch Advisory Services, LLC reported owning AAAU?

Winch Advisory Services, LLC reported AAAU across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AAAU position in Winch Advisory Services, LLC's portfolio?

The largest reported portfolio weight for AAAU was 1.39% in 2025 Q4.

What is the latest reported AAAU position on this page?

The most recent filing on this page is 2025 Q4, when Winch Advisory Services, LLC reported 147,877 shares, equal to 1.39% of portfolio, with an estimated market value of $6.3M.

What does the chart on this AAAU ownership page compare?

The chart compares Winch Advisory Services, LLC'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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