Marks Group Wealth Management, Inc
Position in AAAU — Goldman Sachs Physical Gold ETF
CIK 1802473
MINNETONKA, MN
Position in AAAU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,752,026
-$1,164,755 QoQ
Shares Held
170,635
-0.4% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#33
of 242 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,752,026 | 170,635 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,916,781 | 171,396 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,328,087 | 172,223 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,552,753 | 198,131 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,730,095 | 114,140 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,177,459 | 102,897 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,636,489 | 101,638 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,958,153 | 113,644 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,618,192 | 113,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,948,023 | 134,062 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,710,162 | 132,656 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,175,949 | 774,219 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $15,748,117 | 827,107 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $15,912,429 | 813,935 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,869,675 | 766,704 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||