Number of Shares
181,939.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
4.53%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
34.50%

MOULTON WEALTH MANAGEMENT, INC's Goldman Sachs Physical Gold ETF Holding Summary

As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 181,939.00 shares of Goldman Sachs Physical Gold ETF(AAAU), totaling $5.99 Mil. This investment constitutes 4.53% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.38% of the outstanding Goldman Sachs Physical Gold ETF(AAAU) stock.

The initial trade took place in 2023Q1. And since then MOULTON WEALTH MANAGEMENT, INC has made 7 purchases of AAAU, at an average price of $23.29, for a total of 253,976.00 shares. In addition, there have been 3 sales at an average price of $27.89 for 72,037.00 shares. Based on historical transaction data and AAAU's current price of $32.68, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his AAAU holdings is $2.04 Mil, reflecting a 34.50% gain to date.

MOULTON WEALTH MANAGEMENT, INC AAAU ($32.68) Holding Chart

MOULTON WEALTH MANAGEMENT, INC AAAU ($32.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1