Anchor Investment Management’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Anchor Investment Management’s Portfolio GOEX Stock Details GOEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$1.9K	–	1058
2025 Q1	$1.9K	Hold	50	–	–	﹤0.01%	952
2024 Q4	$1.47K	Hold	50	–	–	﹤0.01%	962
2024 Q3	$1.67K	Hold	50	–	–	﹤0.01%	977
2024 Q2	$1.37K	Hold	50	–	–	﹤0.01%	941
2024 Q1	$1.32K	Hold	50	–	–	﹤0.01%	967
2023 Q4	$1.26K	Hold	50	–	–	﹤0.01%	904
2023 Q3	$1.1K	Hold	50	–	–	﹤0.01%	926
2023 Q2	$1.2K	Hold	50	–	–	﹤0.01%	913
2023 Q1	$1.39K	Hold	50	–	–	﹤0.01%	931
2022 Q4	$1.24K	Hold	50	–	–	﹤0.01%	903
2022 Q3	$1.04K	Hold	50	–	–	﹤0.01%	931
2022 Q2	$1.12K	Hold	50	–	–	﹤0.01%	931
2022 Q1	$1.63K	Hold	50	–	–	﹤0.01%	932
2021 Q4	$1.47K	Hold	50	–	–	﹤0.01%	962
2021 Q3	$1.33K	Hold	50	–	–	﹤0.01%	892
2021 Q2	$1.55K	Hold	50	–	–	﹤0.01%	903
2021 Q1	$1.46K	Hold	50	–	–	﹤0.01%	899
2020 Q4	$1.75K	Hold	50	–	–	﹤0.01%	851
2020 Q3	$1.75K	Buy	+50	New	+$1.82K	﹤0.01%	826

Other funds holding GOEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Anchor Investment Management's GOEX Position: Q2 2025 in Review

Anchor Investment Management sold out of Global X Gold Explorers ETF NEW (GOEX) in Q2 2025, closing a stake of 50 shares — an estimated $1.9K sold.

Anchor Investment Management first reported a position in GOEX in Q3 2020 and held it in 19 quarters. The position peaked at $1.9K in Q1 2025. 19 funds tracked by Wall St. Rank hold GOEX as of Q2 2025.

Anchor Investment Management reported no remaining Global X Gold Explorers ETF NEW position as of Q2 2025 after selling out during the quarter.
Anchor Investment Management sold 50 Global X Gold Explorers ETF NEW shares in Q2 2025, an estimated $1.9K.
Anchor Investment Management first reported a position in Global X Gold Explorers ETF NEW in Q3 2020 and held it in 19 quarters.
Anchor Investment Management's Global X Gold Explorers ETF NEW position peaked at $1.9K in Q1 2025.
19 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q2 2025.

Based on Anchor Investment Management's 13F filing for Q2 2025, filed 19 Aug 2025.