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

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Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

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

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

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 $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return