GeoWealth Management’s Gold.com Inc GOLD Stock Holding History

GeoWealth Management’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
2024 Q4	–	Sell	-212	Closed	-$9.36K	–	1798
2024 Q3	$9.36K	Buy	+212	New	+$8.11K	﹤0.01%	1379

Other funds holding GOLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

GeoWealth Management's GOLD Position: Q4 2024 in Review

GeoWealth Management sold out of Gold.com Inc (GOLD) in Q4 2024, closing a stake of 212 shares — an estimated $9.36K sold.

GeoWealth Management first reported a position in GOLD in Q3 2024 and held it in 1 quarter. The position peaked at $9.36K in Q3 2024. 154 funds tracked by Wall St. Rank hold GOLD as of Q4 2024.

GeoWealth Management reported no remaining Gold.com Inc position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 212 Gold.com Inc shares in Q4 2024, an estimated $9.36K.
GeoWealth Management first reported a position in Gold.com Inc in Q3 2024 and held it in 1 quarter.
GeoWealth Management's Gold.com Inc position peaked at $9.36K in Q3 2024.
154 funds tracked by Wall St. Rank held Gold.com Inc as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.