Wellspring Financial Advisors, LLC AAAU Holdings History
Wellspring Financial Advisors, LLC's Goldman Sachs Physical Gold ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 1.72 Mil shares of Goldman Sachs Physical Gold ETF(AAAU), totaling $53.08 Mil. This investment constitutes 5.9% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 3.73% of the outstanding Goldman Sachs Physical Gold ETF(AAAU) stock.
The initial trade took place in 2022Q3. And since then Wellspring Financial Advisors, LLC has made 8 purchases of AAAU, at an average price of $21.79, for a total of 1.82 Mil shares. In addition, there have been 3 sales at an average price of $24.24 for 105,964.00 shares. Based on historical transaction data and AAAU's current price of $33.90, Wellspring Financial Advisors, LLC's estimated gain on his AAAU holdings is $21.06 Mil, reflecting a 52.95% gain to date.
Wellspring Financial Advisors, LLC AAAU ($33.90) Holding Chart
Wellspring Financial Advisors, LLC AAAU ($33.90) 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 % | |||
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