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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AAAU holding history

Goldman Sachs Physical Gold ETF in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAAU overviewAll 13F holders of AAAUFull Q2 2026 holdings

Shares (Q2 2026)
2,775
Value
$109.8K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of AAAU by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,775$109.8K<0.1%−3,018−52.1%ReducedHolders
Q1 20265,793$267.6K<0.1%−2,294−28.4%ReducedHolders
Q4 20258,087$344.1K<0.1%+7,751+2,306.8%AddedHolders
Q3 2025336$12.8K<0.1%00.0%UnchangedHolders
Q2 2025336$11.0K<0.1%00.0%UnchangedHolders
Q1 2025336$10.4K<0.1%−57,584−99.4%ReducedHolders
Q4 202457,920$1.50M0.1%+16,120+38.6%AddedHolders
Q3 202441,800$1.09M0.1%−785−1.8%ReducedHolders
Q2 202442,585$1.03M0.1%+11,071+35.1%AddedHolders
Q1 202431,514$714.6K0.1%+31,514NewHolders