Envestnet Asset Management
GOEX icon

Envestnet Asset Management’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Envestnet Asset Management’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
2,994
-3,314
-53% -$305K ﹤0.01% 4379
2025
Q4 		$508K Buy
+6,308
New +$462K ﹤0.01% 3689

Other funds holding GOEX

NA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management's GOEX Position: Q1 2026 in Review

Envestnet Asset Management reduced its Global X Gold Explorers ETF NEW (GOEX) stake by 53% in Q1 2026, selling an estimated $305K and leaving 2,994 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

Envestnet Asset Management first reported a position in GOEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $508K in Q4 2025. 27 funds tracked by Wall St. Rank hold GOEX as of Q1 2026.

  • Envestnet Asset Management held 2,994 shares of Global X Gold Explorers ETF NEW worth $253K as of Q1 2026.
  • Envestnet Asset Management sold 3,314 Global X Gold Explorers ETF NEW shares in Q1 2026, an estimated $305K.
  • Global X Gold Explorers ETF NEW made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4379 holding.
  • Envestnet Asset Management first reported a position in Global X Gold Explorers ETF NEW in Q4 2025 and has held it in 2 quarters since.
  • Envestnet Asset Management's Global X Gold Explorers ETF NEW position peaked at $508K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.