OF
GATO

Optimize Financial’s Gatos Silver, Inc. GATO Stock Holding History

Optimize Financial’s Portfolio GATO Stock Details GATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,074
Closed -$295K – 300
2024
Q4 		$295K Buy
+21,074
New +$343K 0.22% 143

Other funds holding GATO

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Optimize Financial's GATO Position: Q1 2025 in Review

Optimize Financial sold out of Gatos Silver, Inc. (GATO) in Q1 2025, closing a stake of 21,074 shares — an estimated $295K sold.

Optimize Financial first reported a position in GATO in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 3 funds tracked by Wall St. Rank hold GATO as of Q1 2025.

  • Optimize Financial reported no remaining Gatos Silver, Inc. position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 21,074 Gatos Silver, Inc. shares in Q1 2025, an estimated $295K.
  • Optimize Financial first reported a position in Gatos Silver, Inc. in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's Gatos Silver, Inc. position peaked at $295K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Gatos Silver, Inc. as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.