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Bard Financial Services’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Bard Financial Services’s Portfolio GOAU Stock Details GOAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-240,170
Closed -$3.96M – 254
2023
Q2 		$3.96M Buy
240,170
+110,470
+85% +$2.04M 0.3% 80
2023
Q1 		$2.33M Buy
+129,700
New +$2.15M 0.19% 107

Other funds holding GOAU

SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bard Financial Services's GOAU Position: Q3 2023 in Review

Bard Financial Services sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q3 2023, closing a stake of 240,170 shares — an estimated $3.96M sold.

Bard Financial Services first reported a position in GOAU in Q1 2023 and held it in 2 quarters. The position peaked at $3.96M in Q2 2023. 34 funds tracked by Wall St. Rank hold GOAU as of Q3 2023.

  • Bard Financial Services reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 240,170 US Global GO Gold and Precious Metal Miners ETF shares in Q3 2023, an estimated $3.96M.
  • Bard Financial Services first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q1 2023 and held it in 2 quarters.
  • Bard Financial Services's US Global GO Gold and Precious Metal Miners ETF position peaked at $3.96M in Q2 2023.
  • 34 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.