Concurrent Investment Advisors, LLC
Position in AAAU — Goldman Sachs Physical Gold ETF
CIK 2001015
Tampa, FL
Position in AAAU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$654,606
-$110,300 QoQ
Shares Held
16,543
-0.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#129
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 | $654,606 | 16,543 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $764,906 | 16,560 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $682,161 | 16,032 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $516,068 | 13,538 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $442,421 | 13,538 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $418,053 | 13,538 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $389,048 | 14,998 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $390,397 | 14,998 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $282,125 | 12,261 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||