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Orion Portfolio Solutions’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-617
Closed -$13K – 1068
2020
Q2 		$13K Hold
617
– – ﹤0.01% 1099
2020
Q1 		$8K Buy
+617
New +$9.64K ﹤0.01% 1150

Other funds holding GOAU

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Orion Portfolio Solutions's GOAU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of US Global GO Gold and Precious Metal Miners ETF (GOAU) in Q3 2020, closing a stake of 617 shares — an estimated $13K sold.

Orion Portfolio Solutions first reported a position in GOAU in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2020. 26 funds tracked by Wall St. Rank hold GOAU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining US Global GO Gold and Precious Metal Miners ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 617 US Global GO Gold and Precious Metal Miners ETF shares in Q3 2020, an estimated $13K.
  • Orion Portfolio Solutions first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's US Global GO Gold and Precious Metal Miners ETF position peaked at $13K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.