EverSource Wealth Advisors, LLC
Position in AAAU — Goldman Sachs Physical Gold ETF
CIK 1710537
BIRMINGHAM, AL
Position in AAAU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$109,806
-$157,770 QoQ
Shares Held
2,775
-52.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#205
of 242 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAAU Over Time
Shares Held
Position Value (USD)
All Filings in AAAU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,806 | 2,775 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $267,576 | 5,793 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $344,101 | 8,087 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,808 | 336 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,980 | 336 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,375 | 336 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,502,444 | 57,920 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,088,054 | 41,800 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $979,880 | 42,585 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||