HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing AAAU Share Count | ||||
| Sage Rhino Capital LLC | 11,085 | 12,285 | +1,200 | +10.83% |
| Retirement Guys Formula LLC | 106,546 | 115,301 | +8,755 | +8.22% |
| Osborne Partners Capital Management LLC | 299,976 | 318,736 | +18,760 | +6.25% |
| Moulton Wealth Management Inc. | 78,704 | 80,318 | +1,614 | +2.05% |
| Cutter & CO Brokerage Inc. | 11,955 | 12,155 | +200 | +1.67% |
| Capital Asset Advisory Services LLC | 109,025 | 110,407 | +1,382 | +1.27% |
| Marks Group Wealth Management Inc | 132,656 | 134,062 | +1,406 | +1.06% |
| Global Retirement Partners LLC | 104,626 | 105,066 | +440 | +0.42% |
| Spire Wealth Management | 6,898 | 6,900 | +2 | +0.03% |
| 13F Filers Reporting New Positions In AAAU | ||||
| IMC Chicago LLC | 0 | 52,647 | +52,647 | +100% |
| SpiderRock Advisors LLC | 0 | 11,361 | +11,361 | +100% |
| Capital Market Strategies LLC | 0 | 13,327 | +13,327 | +100% |
| Global Assets Advisory LLC | 0 | 95,435 | +95,435 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Bell Bank | 17,268 | 17,268 | UNCH | 0.00% |
| Signature Securities Group Corporation | 10,868 | 10,868 | UNCH | 0.00% |
| Grove Bank & Trust | 147 | 147 | UNCH | 0.00% |
| Armor Investment Advisors LLC | 11,270 | 11,270 | UNCH | 0.00% |
| GPS Wealth Strategies Group LLC | 11,377 | 11,377 | UNCH | 0.00% |
| S.A. Mason LLC | 7,650 | 7,650 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 17,823 | 17,823 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 300 | 300 | UNCH | 0.00% |
| 13F Filers Decreasing AAAU Share Count | ||||
| CWM LLC | 662 | 97 | -565 | -85.35% |
| Commonwealth Equity Services LLC | 555,598 | 413,379 | -142,219 | -25.60% |
| Cambridge Investment Research Advisors Inc. | 169,301 | 153,616 | -15,685 | -9.26% |
| China Universal Asset Management Co. Ltd. | 138,000 | 128,000 | -10,000 | -7.25% |
| Raymond James & Associates | 201,408 | 190,597 | -10,811 | -5.37% |
| Riverwater Partners LLC | 32,824 | 31,177 | -1,647 | -5.02% |
| Raymond James Financial Services Advisors Inc. | 225,304 | 219,372 | -5,932 | -2.63% |
| Augustine Asset Management Inc. | 367,656 | 363,617 | -4,039 | -1.10% |
| Stratos Wealth Advisors LLC | 114,594 | 114,334 | -260 | -0.23% |
| Cambridge Advisors Inc. | 35,339 | 35,326 | -13 | -0.04% |
| Horizon Bancorp Inc. IN | 13,389 | 13,383 | -6 | -0.04% |
| 13F Filers Exiting AAAU | ||||
| International Assets Investment Management LLC | 161,232 | 0 | -161,232 | -100.00% |
| TAP Consulting LLC | 285,477 | 0 | -285,477 | -100.00% |
| Brookstone Capital Management | 11,369 | 0 | -11,369 | -100.00% |
| Exchange Traded Concepts LLC | 1,873,577 | 0 | -1,873,577 | -100.00% |
| American National Bank | 250 | 0 | -250 | -100.00% |
| L.M. Kohn & Company | 15,350 | 0 | -15,350 | -100.00% |
See Summary: Institutional Holders of AAAU
See Details: Top 10 Hedge Funds Holding AAAU
