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Concourse Financial Group Securities’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,243
Closed -$45.8K – 855
2024
Q4 		$45.8K Buy
2,243
+600
+37% +$12.7K ﹤0.01% 1254
2024
Q3 		$35K Hold
1,643
– – ﹤0.01% 1321
2024
Q2 		$31.2K Hold
1,643
– – ﹤0.01% 1371
2024
Q1 		$29.3K Sell
1,643
-126
-7% -$2.01K ﹤0.01% 1393
2023
Q4 		$30.1K Hold
1,769
– – ﹤0.01% 1347
2023
Q3 		$26.3K Hold
1,769
– – ﹤0.01% 1354
2023
Q2 		$29.2K Hold
1,769
– – ﹤0.01% 1308
2023
Q1 		$31.8K Hold
1,769
– – ﹤0.01% 1277
2022
Q4 		$27.4K Hold
1,769
– – ﹤0.01% 1344
2022
Q3 		$23K Hold
1,769
– – ﹤0.01% 1255
2022
Q2 		$26K Hold
1,769
– – ﹤0.01% 1359
2022
Q1 		$37K Sell
1,769
-322
-15% -$6.14K ﹤0.01% 1249
2021
Q4 		$37K Sell
2,091
-689
-25% -$12.4K ﹤0.01% 1402
2021
Q3 		$45K Hold
2,780
– – ﹤0.01% 1356
2021
Q2 		$53K Sell
2,780
-3,249
-54% -$67.3K ﹤0.01% 1289
2021
Q1 		$112K Buy
6,029
+174
+3% +$3.32K 0.01% 884
2020
Q4 		$117K Buy
5,855
+1,242
+27% +$26.5K 0.01% 819
2020
Q3 		$103K Sell
4,613
-244
-5% -$5.73K 0.01% 770
2020
Q2 		$101K Buy
4,857
+397
+9% +$7.2K 0.01% 728
2020
Q1 		$54K Buy
4,460
+1,491
+50% +$23.3K 0.01% 860
2019
Q4 		$52K Buy
+2,969
New +$47.5K 0.01% 935

Other funds holding GOAU

SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Concourse Financial Group Securities's GOAU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q1 2025, closing a stake of 2,243 shares — an estimated $45.8K sold.

Concourse Financial Group Securities first reported a position in GOAU in Q4 2019 and held it in 21 quarters. The position peaked at $117K in Q4 2020. 31 funds tracked by Wall St. Rank hold GOAU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,243 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2025, an estimated $45.8K.
  • Concourse Financial Group Securities first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q4 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's US Global GO Gold and Precious Metal Miners ETF position peaked at $117K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.