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AA Financial Advisors, LLC → GLD

AA Financial Advisors, LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
8
Latest value
$12.8M
Q3 2026
Peak value
$12.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$262K
Q4 2025$2.3M
Q1 2026$272K
Q1 2026$7.7M
Q2 2026$233K
Q2 2026$10.8M
Q3 2026$283K
Q3 2026$12.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.8M156.0K——
Q3 2026$283K744——
Q2 2026$10.8M136.4K——
Q2 2026$233K633——
Q1 2026$7.7M83.0K——
Q1 2026$272K633——
Q4 2025$2.3M26.5K——
Q4 2025$262K661——

Other funds holding GLD

Other AA Financial Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$48.8M
VGES

VANGUARD INDEX FDS

$47.8M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$46.5M
COF-PN

CAPITAL GROUP GROWTH ETF

$45.6M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$45.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$42M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$34.2M
VGES

VANGUARD INDEX FDS

$33.7M