EI
GOLD

Ellevest Inc’s Gold.com Inc GOLD Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-138
Closed -$4.78K – 421
2023
Q1 		$4.78K Sell
138
-21
-13% -$698 ﹤0.01% 1213
2022
Q4 		$5.52K Buy
159
+21
+15% +$664 ﹤0.01% 1162
2022
Q3 		$4K Buy
+138
New +$4.2K ﹤0.01% 1200
2021
Q1 		– Sell
-46
Closed -$1K – 1256
2020
Q4 		$1K Buy
+46
New +$719 ﹤0.01% 1024

Other funds holding GOLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Ellevest Inc's GOLD Position: Q2 2023 in Review

Ellevest Inc sold out of Gold.com Inc (GOLD) in Q2 2023, closing a stake of 138 shares — an estimated $4.78K sold.

Ellevest Inc first reported a position in GOLD in Q4 2020 and held it in 4 quarters. The position peaked at $5.52K in Q4 2022. 147 funds tracked by Wall St. Rank hold GOLD as of Q2 2023.

  • Ellevest Inc reported no remaining Gold.com Inc position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 138 Gold.com Inc shares in Q2 2023, an estimated $4.78K.
  • Ellevest Inc first reported a position in Gold.com Inc in Q4 2020 and held it in 4 quarters.
  • Ellevest Inc's Gold.com Inc position peaked at $5.52K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Gold.com Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.