WMG Financial Advisors, LLC
Position in AAAU — Goldman Sachs Physical Gold ETF
CIK 1906711
Knoxville, TN
Position in AAAU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$779,529
New position
Shares Held
19,700
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#116
of 242 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in AAAU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,529 | 19,700 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||