LPL Financial
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LPL Financial’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

LPL Financial’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.32M Sell
62,849
-14,757
-19% -$1.36M ﹤0.01% 2567
2025
Q4 		$6.25M Sell
77,606
-11,185
-13% -$820K ﹤0.01% 2347
2025
Q3 		$6.03M Buy
88,791
+30,329
+52% +$1.59M ﹤0.01% 2303
2025
Q2 		$2.66M Buy
58,462
+11,974
+26% +$512K ﹤0.01% 2858
2025
Q1 		$1.77M Buy
46,488
+26,597
+134% +$902K ﹤0.01% 3065
2024
Q4 		$585K Sell
19,891
-1,523
-7% -$50.1K ﹤0.01% 3957
2024
Q3 		$713K Buy
21,414
+553
+3% +$17K ﹤0.01% 3707
2024
Q2 		$572K Sell
20,861
-1,366
-6% -$38.4K ﹤0.01% 3754
2024
Q1 		$586K Sell
22,227
-2,205
-9% -$51.6K ﹤0.01% 3644
2023
Q4 		$617K Sell
24,432
-3,970
-14% -$93.5K ﹤0.01% 3495
2023
Q3 		$622K Sell
28,402
-30,138
-51% -$733K ﹤0.01% 3296
2023
Q2 		$1.41M Sell
58,540
-3,168
-5% -$84.5K ﹤0.01% 2565
2023
Q1 		$1.71M Buy
61,708
+31,743
+106% +$829K ﹤0.01% 2277
2022
Q4 		$743K Sell
29,965
-4,947
-14% -$113K ﹤0.01% 2891
2022
Q3 		$724K Sell
34,912
-3,386
-9% -$74.3K ﹤0.01% 2801
2022
Q2 		$857K Sell
38,298
-15,462
-29% -$449K ﹤0.01% 2709
2022
Q1 		$1.76M Buy
53,760
+10,001
+23% +$300K ﹤0.01% 2160
2021
Q4 		$1.28M Sell
43,759
-8,348
-16% -$250K ﹤0.01% 2440
2021
Q3 		$1.39M Sell
52,107
-10,922
-17% -$320K ﹤0.01% 2343
2021
Q2 		$1.95M Sell
63,029
-14,293
-18% -$474K ﹤0.01% 1997
2021
Q1 		$2.26M Sell
77,322
-118,338
-60% -$3.77M ﹤0.01% 1756
2020
Q4 		$6.87M Buy
195,660
+57,079
+41% +$1.98M 0.01% 939
2020
Q3 		$4.86M Buy
138,581
+79,639
+135% +$2.91M 0.01% 974
2020
Q2 		$1.87M Buy
+58,942
New +$1.61M ﹤0.01% 1382
2016
Q3 		– Sell
-5,187
Closed -$232K – 2683
2016
Q2 		$232K Buy
+5,187
New +$170K ﹤0.01% 2277
2014
Q2 		– Sell
-5,574
Closed -$153K – 2712
2014
Q1 		$153K Buy
+5,574
New +$160K ﹤0.01% 2510

Other funds holding GOEX

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial's GOEX Position: Q1 2026 in Review

LPL Financial reduced its Global X Gold Explorers ETF NEW (GOEX) stake by 19% in Q1 2026, selling an estimated $1.36M and leaving 62,849 shares worth $5.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

LPL Financial first reported a position in GOEX in Q1 2014 and has held it in 26 quarters since. The position peaked at $6.87M in Q4 2020. 27 funds tracked by Wall St. Rank hold GOEX as of Q1 2026.

  • LPL Financial held 62,849 shares of Global X Gold Explorers ETF NEW worth $5.32M as of Q1 2026.
  • LPL Financial sold 14,757 Global X Gold Explorers ETF NEW shares in Q1 2026, an estimated $1.36M.
  • Global X Gold Explorers ETF NEW made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2567 holding.
  • LPL Financial first reported a position in Global X Gold Explorers ETF NEW in Q1 2014 and has held it in 26 quarters since.
  • LPL Financial's Global X Gold Explorers ETF NEW position peaked at $6.87M in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.