Pensionmark Financial Group, LLC
Holdings in AAAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,255,871 | 147,024 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $5,340,611 | 140,100 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $2,446,718 | 74,869 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,794,158 | 58,101 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,379,541 | 53,182 | Shares | Sole | 2025-02-12 |