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

Bison Wealth’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
2022 Q3	–	Sell	-50	Closed	-$1K	–	275
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	319
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	356
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	353
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	469
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	449
2021 Q1	$1K	Buy	+50	New	+$1.59K	﹤0.01%	462

Other funds holding GOEX

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's GOEX Position: Q3 2022 in Review

Bison Wealth sold out of Global X Gold Explorers ETF NEW (GOEX) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Bison Wealth first reported a position in GOEX in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 17 funds tracked by Wall St. Rank hold GOEX as of Q3 2022.

Bison Wealth reported no remaining Global X Gold Explorers ETF NEW position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 50 Global X Gold Explorers ETF NEW shares in Q3 2022, an estimated $1K.
Bison Wealth first reported a position in Global X Gold Explorers ETF NEW in Q1 2021 and held it in 6 quarters.
Bison Wealth's Global X Gold Explorers ETF NEW position peaked at $2K in Q1 2022.
17 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.