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Kingswood Wealth Advisors’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Kingswood Wealth Advisors’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
Q2 		– Sell
-16,306
Closed -$409K – 762
2025
Q1 		$409K Buy
+16,306
New +$356K 0.04% 451

Other funds holding GOAU

SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Kingswood Wealth Advisors's GOAU Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q2 2025, closing a stake of 16,306 shares — an estimated $409K sold.

Kingswood Wealth Advisors first reported a position in GOAU in Q1 2025 and held it in 1 quarter. The position peaked at $409K in Q1 2025. 40 funds tracked by Wall St. Rank hold GOAU as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,306 US Global GO Gold and Precious Metal Miners ETF shares in Q2 2025, an estimated $409K.
  • Kingswood Wealth Advisors first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q1 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's US Global GO Gold and Precious Metal Miners ETF position peaked at $409K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.