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Trinity Financial Advisors LLC → AAAU

Trinity Financial Advisors LLC AAAU Position History

Goldman Sachs Physical Gold ETF

Quarters held
1
Latest value
$671K
Q3 2026
Peak value
$671K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$671K16.4K——

Other funds holding AAAU

Heirloom Wealth Management
$60.8M
Heirloom Wealth Management
$39.8M
EXCHANGE TRADED CONCEPTS, LLC
$31.8M
EXCHANGE TRADED CONCEPTS, LLC
$25.9M
RENAISSANCE TECHNOLOGIES LLC
$22.5M
EXCHANGE TRADED CONCEPTS, LLC
$22M
EXCHANGE TRADED CONCEPTS, LLC
$20.9M
EXCHANGE TRADED CONCEPTS, LLC
$20.9M

Other Trinity Financial Advisors LLC positions

SPY

SPDR S&P 500 ETF TR

$44M
SPY

SPDR S&P 500 ETF TR

$42.9M
SPY

SPDR S&P 500 ETF TR

$41.7M
SPY

SPDR S&P 500 ETF TR

$38.5M
MSFT

DIMENSIONAL ETF TRUST

$37.2M
MSFT

DIMENSIONAL ETF TRUST

$36.1M
MSFT

DIMENSIONAL ETF TRUST

$34.9M
CRDO

DIMENSIONAL INTERN CORE EQT MKT ETF

$34.1M