AWM
GOLD

AE Wealth Management’s Gold.com Inc GOLD Stock Holding History

AE Wealth Management’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,305
Closed -$268K – 1748
2022
Q2 		$268K Buy
+8,305
New +$298K ﹤0.01% 1480

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's GOLD Position: Q3 2022 in Review

AE Wealth Management sold out of Gold.com Inc (GOLD) in Q3 2022, closing a stake of 8,305 shares — an estimated $268K sold.

AE Wealth Management first reported a position in GOLD in Q2 2022 and held it in 1 quarter. The position peaked at $268K in Q2 2022. 115 funds tracked by Wall St. Rank hold GOLD as of Q3 2022.

  • AE Wealth Management reported no remaining Gold.com Inc position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 8,305 Gold.com Inc shares in Q3 2022, an estimated $268K.
  • AE Wealth Management first reported a position in Gold.com Inc in Q2 2022 and held it in 1 quarter.
  • AE Wealth Management's Gold.com Inc position peaked at $268K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held Gold.com Inc as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.