CIBC Private Wealth Group’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

CIBC Private Wealth Group’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
2024 Q4	–	Sell	-35,524	Closed	-$757K	–	3062
2024 Q3	$757K	Hold	35,524	–	–	﹤0.01%	751
2024 Q2	$707K	Hold	35,524	–	–	﹤0.01%	730
2024 Q1	$639K	Hold	35,524	–	–	﹤0.01%	766
2023 Q4	$604K	Hold	35,524	–	–	﹤0.01%	755
2023 Q3	$527K	Buy	+35,524	New	+$578K	﹤0.01%	736

Other funds holding GOAU

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

PWA

Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIBC Private Wealth Group's GOAU Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q4 2024, closing a stake of 35,524 shares — an estimated $757K sold.

CIBC Private Wealth Group first reported a position in GOAU in Q3 2023 and held it in 5 quarters. The position peaked at $757K in Q3 2024. 32 funds tracked by Wall St. Rank hold GOAU as of Q4 2024.

CIBC Private Wealth Group reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 35,524 US Global GO Gold and Precious Metal Miners ETF shares in Q4 2024, an estimated $757K.
CIBC Private Wealth Group first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q3 2023 and held it in 5 quarters.
CIBC Private Wealth Group's US Global GO Gold and Precious Metal Miners ETF position peaked at $757K in Q3 2024.
32 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.