AWS
GOLD

Atria Wealth Solutions’s Gold.com Inc GOLD Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-20,000
Closed -$883K – 1970
2024
Q3 		$883K Hold
20,000
– – 0.01% 956
2024
Q2 		$647K Buy
20,000
+5,000
+33% +$184K 0.01% 1103
2024
Q1 		$460K Sell
15,000
-5,000
-25% -$138K 0.01% 1307
2023
Q4 		$605K Hold
20,000
– – 0.01% 1114
2023
Q3 		$587K Buy
+20,000
New +$722K 0.01% 1057

Other funds holding GOLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Atria Wealth Solutions's GOLD Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Gold.com Inc (GOLD) in Q4 2024, closing a stake of 20,000 shares — an estimated $883K sold.

Atria Wealth Solutions first reported a position in GOLD in Q3 2023 and held it in 5 quarters. The position peaked at $883K in Q3 2024. 154 funds tracked by Wall St. Rank hold GOLD as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Gold.com Inc position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,000 Gold.com Inc shares in Q4 2024, an estimated $883K.
  • Atria Wealth Solutions first reported a position in Gold.com Inc in Q3 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's Gold.com Inc position peaked at $883K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Gold.com Inc as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.