CAPTRUST Financial Advisors
GOLD

CAPTRUST Financial Advisors’s Gold.com Inc GOLD Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-152
Closed -$5K – 2141
2022
Q2 		$5K Sell
152
-238
-61% -$8.55K ﹤0.01% 4057
2022
Q1 		$15K Buy
+390
New +$13.3K ﹤0.01% 3563

Other funds holding GOLD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

CAPTRUST Financial Advisors's GOLD Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Gold.com Inc (GOLD) in Q3 2022, closing a stake of 152 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in GOLD in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 115 funds tracked by Wall St. Rank hold GOLD as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Gold.com Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 152 Gold.com Inc shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Gold.com Inc in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Gold.com Inc position peaked at $15K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Gold.com Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.