Global Wealth Management Investment Advisory’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-624	Closed	-$10.6K	–	261
2023 Q4	$10.6K	Sell	624 -1,300	-68%	-$20.7K	﹤0.01%	287
2023 Q3	$28.6K	Hold	1,924	–	–	0.01%	227
2023 Q2	$31.7K	Buy	+1,924	New	+$35.5K	0.01%	222

Other funds holding GOAU

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Wealth Management Investment Advisory's GOAU Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q1 2024, closing a stake of 624 shares — an estimated $10.6K sold.

Global Wealth Management Investment Advisory first reported a position in GOAU in Q2 2023 and held it in 3 quarters. The position peaked at $31.7K in Q2 2023. 32 funds tracked by Wall St. Rank hold GOAU as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 624 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2024, an estimated $10.6K.
Global Wealth Management Investment Advisory first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q2 2023 and held it in 3 quarters.
Global Wealth Management Investment Advisory's US Global GO Gold and Precious Metal Miners ETF position peaked at $31.7K in Q2 2023.
32 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.