LWM
GOAU icon

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

Lifetime Wealth Management’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
2026
Q1 		$323K Buy
7,282
+547
+8% +$26.4K 0.18% 70
2025
Q4 		$287K Buy
+6,735
New +$271K 0.18% 76

Other funds holding GOAU

SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lifetime Wealth Management's GOAU Position: Q1 2026 in Review

Lifetime Wealth Management increased its US Global GO Gold and Precious Metal Miners ETF (GOAU) stake by 8.1% in Q1 2026, buying an estimated $26.4K and bringing the position to 7,282 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #70.

Lifetime Wealth Management first reported a position in GOAU in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold GOAU as of Q1 2026.

  • Lifetime Wealth Management held 7,282 shares of US Global GO Gold and Precious Metal Miners ETF worth $323K as of Q1 2026.
  • Lifetime Wealth Management bought 547 US Global GO Gold and Precious Metal Miners ETF shares in Q1 2026, an estimated $26.4K.
  • US Global GO Gold and Precious Metal Miners ETF made up 0.18% of Lifetime Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Lifetime Wealth Management first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q1 2026.

Based on Lifetime Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.