OneDigital Investment Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

OneDigital Investment Advisors’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
2025 Q4	–	Sell	-4,065	Closed	-$276K	–	1540
2025 Q3	$276K	Buy	+4,065	New	+$213K	﹤0.01%	1227
2022 Q2	–	Sell	-6,315	Closed	-$206K	–	748
2022 Q1	$206K	Buy	+6,315	New	+$190K	0.01%	700
2021 Q3	–	Sell	-7,015	Closed	-$217K	–	787
2021 Q2	$217K	Hold	7,015	–	–	0.01%	652
2021 Q1	$205K	Hold	7,015	–	–	0.01%	616
2020 Q4	$246K	Hold	7,015	–	–	0.01%	536
2020 Q3	$246K	Hold	7,015	–	–	0.02%	491
2020 Q2	$223K	Buy	+7,015	New	+$192K	0.02%	516
2019 Q3	–	Sell	-7,015	Closed	-$165K	–	802
2019 Q2	$165K	Hold	7,015	–	–	0.01%	416
2019 Q1	$148K	Hold	7,015	–	–	0.02%	317
2018 Q4	$139K	Sell	7,015 -1,500	-18%	-$28.2K	0.02%	299
2018 Q3	$159K	Hold	8,515	–	–	0.04%	209
2018 Q2	$189K	Buy	8,515 +800	+10%	+$18.2K	0.04%	226
2018 Q1	$166K	Buy	7,715 +205	+3%	+$4.54K	0.04%	250
2017 Q4	$175K	Sell	7,510 -585	-7%	-$12.9K	0.02%	244
2017 Q3	$186K	Hold	8,095	–	–	0.07%	154
2017 Q2	$183K	Buy	+8,095	New	+$182K	0.05%	212

Other funds holding GOEX

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

OneDigital Investment Advisors's GOEX Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Global X Gold Explorers ETF NEW (GOEX) in Q4 2025, closing a stake of 4,065 shares — an estimated $276K sold.

OneDigital Investment Advisors first reported a position in GOEX in Q2 2017 and held it in 16 quarters. The position peaked at $276K in Q3 2025. 29 funds tracked by Wall St. Rank hold GOEX as of Q4 2025.

OneDigital Investment Advisors reported no remaining Global X Gold Explorers ETF NEW position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 4,065 Global X Gold Explorers ETF NEW shares in Q4 2025, an estimated $276K.
OneDigital Investment Advisors first reported a position in Global X Gold Explorers ETF NEW in Q2 2017 and held it in 16 quarters.
OneDigital Investment Advisors's Global X Gold Explorers ETF NEW position peaked at $276K in Q3 2025.
29 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.