CA
GOLD

CGN Advisors’s Gold.com Inc GOLD Stock Holding History

CGN 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
2026
Q2 		$1.46M Hold
35,200
– – 0.11% 162
2026
Q1 		$1.41M Buy
35,200
+13,200
+60% +$645K 0.11% 158
2025
Q4 		$749K Hold
22,000
– – 0.06% 203
2025
Q3 		$569K Hold
22,000
– – 0.05% 207
2025
Q2 		$488K Hold
22,000
– – 0.04% 222
2025
Q1 		$558K Hold
22,000
– – 0.05% 210
2024
Q4 		$603K Hold
22,000
– – 0.06% 198
2024
Q3 		$972K Hold
22,000
– – 0.1% 167
2024
Q2 		$712K Hold
22,000
– – 0.08% 175
2024
Q1 		$675K Hold
22,000
– – 0.09% 168
2023
Q4 		$666K Hold
22,000
– – 0.09% 165
2023
Q3 		$645K Hold
22,000
– – 0.09% 171
2023
Q2 		$824K Hold
22,000
– – 0.12% 150
2023
Q1 		$762K Hold
22,000
– – 0.12% 144
2022
Q4 		$764K Hold
22,000
– – 0.13% 148
2022
Q3 		$625K Hold
22,000
– – 0.16% 152
2022
Q2 		$710K Buy
+22,000
New +$790K 0.2% 129

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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return