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Concurrent Investment Advisors, LLC → AAAU
Concurrent Investment Advisors, LLC AAAU Position History
Goldman Sachs Physical Gold ETF
Quarters held
5
Latest value
$990K
Q3 2026
Peak value
$990K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $516K |
| Q4 2025 | $682K |
| Q1 2026 | $765K |
| Q2 2026 | $655K |
| Q3 2026 | $990K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $990K | 24.2K | — | — |
| Q2 2026 | $655K | 16.5K | — | — |
| Q1 2026 | $765K | 16.6K | — | — |
| Q4 2025 | $682K | 16.0K | — | — |
| Q3 2025 | $516K | 13.5K | — | — |