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Arkadios Wealth Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-40
Closed -$1K – 1062
2021
Q3 		$1K Hold
40
– – ﹤0.01% 1805
2021
Q2 		$1K Hold
40
– – ﹤0.01% 1899
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1584
2020
Q4 		$1K Buy
+40
New +$1.39K ﹤0.01% 1315

Other funds holding GOEX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACK
Andrew C. Karlinski $66M AUM 13.05% 1-Year Est. Return

Arkadios Wealth Advisors's GOEX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X Gold Explorers ETF NEW (GOEX) in Q4 2021, closing a stake of 40 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in GOEX in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 19 funds tracked by Wall St. Rank hold GOEX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Global X Gold Explorers ETF NEW position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 40 Global X Gold Explorers ETF NEW shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Global X Gold Explorers ETF NEW in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Global X Gold Explorers ETF NEW position peaked at $1K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.