Client First Investment Management’s Themes Gold Miners ETF AUMI Stock Holding History

Client First Investment Management’s Portfolio AUMI Stock Details AUMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,437	Closed	-$224K	–	17
2025 Q4	$224K	Buy	+2,437	New	+$206K	0.12%	24

Other funds holding AUMI

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

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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Client First Investment Management's AUMI Position: Q1 2026 in Review

Client First Investment Management sold out of Themes Gold Miners ETF (AUMI) in Q1 2026, closing a stake of 2,437 shares — an estimated $224K sold.

Client First Investment Management first reported a position in AUMI in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 11 funds tracked by Wall St. Rank hold AUMI as of Q1 2026.

Client First Investment Management reported no remaining Themes Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Client First Investment Management sold 2,437 Themes Gold Miners ETF shares in Q1 2026, an estimated $224K.
Client First Investment Management first reported a position in Themes Gold Miners ETF in Q4 2025 and held it in 1 quarter.
Client First Investment Management's Themes Gold Miners ETF position peaked at $224K in Q4 2025.
11 funds tracked by Wall St. Rank held Themes Gold Miners ETF as of Q1 2026.

Based on Client First Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.