CWP
GOLD

Capital Wealth Planning’s Gold.com Inc GOLD Stock Holding History

Capital Wealth Planning’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
-9,600
Closed -$424K – 134
2024
Q3 		$424K Buy
+9,600
New +$367K ﹤0.01% 112

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

Capital Wealth Planning's GOLD Position: Q4 2024 in Review

Capital Wealth Planning sold out of Gold.com Inc (GOLD) in Q4 2024, closing a stake of 9,600 shares — an estimated $424K sold.

Capital Wealth Planning first reported a position in GOLD in Q3 2024 and held it in 1 quarter. The position peaked at $424K in Q3 2024. 154 funds tracked by Wall St. Rank hold GOLD as of Q4 2024.

  • Capital Wealth Planning reported no remaining Gold.com Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 9,600 Gold.com Inc shares in Q4 2024, an estimated $424K.
  • Capital Wealth Planning first reported a position in Gold.com Inc in Q3 2024 and held it in 1 quarter.
  • Capital Wealth Planning's Gold.com Inc position peaked at $424K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Gold.com Inc as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.