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
Q2 		$255K Sell
6,860
-422
-6% -$18K 0.15% 77
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 $140M AUM 35.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lifetime Wealth Management's GOAU Position: Q2 2026 in Review

Lifetime Wealth Management reduced its US Global GO Gold and Precious Metal Miners ETF (GOAU) stake by 5.8% in Q2 2026, selling an estimated $18K and leaving 6,860 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #77.

Lifetime Wealth Management first reported a position in GOAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 45 funds tracked by Wall St. Rank hold GOAU as of Q2 2026.

  • Lifetime Wealth Management held 6,860 shares of US Global GO Gold and Precious Metal Miners ETF worth $255K as of Q2 2026.
  • Lifetime Wealth Management sold 422 US Global GO Gold and Precious Metal Miners ETF shares in Q2 2026, an estimated $18K.
  • US Global GO Gold and Precious Metal Miners ETF made up 0.15% of Lifetime Wealth Management's portfolio in Q2 2026, its #77 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 3 quarters since.
  • Lifetime Wealth Management's US Global GO Gold and Precious Metal Miners ETF position peaked at $323K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.