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

CAPTRUST Financial Advisors’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
2021
Q1 		– Sell
-450
Closed -$10K – 4401
2020
Q4 		$10K Buy
450
+250
+125% +$5.33K ﹤0.01% 2566
2020
Q3 		$5K Buy
+200
New +$4.7K ﹤0.01% 2531

Other funds holding GOAU

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LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors's GOAU Position: Q1 2021 in Review

CAPTRUST Financial Advisors sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q1 2021, closing a stake of 450 shares — an estimated $10K sold.

CAPTRUST Financial Advisors first reported a position in GOAU in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 27 funds tracked by Wall St. Rank hold GOAU as of Q1 2021.

  • CAPTRUST Financial Advisors reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q1 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 450 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2021, an estimated $10K.
  • CAPTRUST Financial Advisors first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q3 2020 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's US Global GO Gold and Precious Metal Miners ETF position peaked at $10K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.