Capstone Investment Advisors
GOLD

Capstone Investment Advisors’s Gold.com Inc GOLD Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-7,268
Closed -$220K – 2324
2023
Q4 		$220K Buy
+7,268
New +$207K ﹤0.01% 1743

Other funds holding GOLD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capstone Investment Advisors's GOLD Position: Q1 2024 in Review

Capstone Investment Advisors sold out of Gold.com Inc (GOLD) in Q1 2024, closing a stake of 7,268 shares — an estimated $220K sold.

Capstone Investment Advisors first reported a position in GOLD in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 136 funds tracked by Wall St. Rank hold GOLD as of Q1 2024.

  • Capstone Investment Advisors reported no remaining Gold.com Inc position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,268 Gold.com Inc shares in Q1 2024, an estimated $220K.
  • Capstone Investment Advisors first reported a position in Gold.com Inc in Q4 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's Gold.com Inc position peaked at $220K in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Gold.com Inc as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.