Principia Wealth Advisory’s US Global GO Gold and Precious Metal Miners ETF GOAU Stock Holding History

Principia Wealth Advisory’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	$2.37M	Buy	63,636 +3,746	+6%	+$160K	1.18%	25
2026 Q1	$2.65M	Sell	59,890 -8,902	-13%	-$430K	1.5%	22
2025 Q4	$2.93M	Buy	68,792 +1,077	+2%	+$43.4K	1.83%	16
2025 Q3	$2.72M	Sell	67,715 -10,884	-14%	-$355K	1.88%	17
2025 Q2	$2.3M	Sell	78,599 -4,677	-6%	-$130K	1.95%	17
2025 Q1	$2.03M	Sell	83,276 -73,986	-47%	-$1.62M	1.95%	17
2024 Q4	$2.98M	Buy	+157,262	New	+$3.34M	2.8%	12

Other funds holding GOAU

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Principia Wealth Advisory's GOAU Position: Q2 2026 in Review

Principia Wealth Advisory increased its US Global GO Gold and Precious Metal Miners ETF (GOAU) stake by 6.3% in Q2 2026, buying an estimated $160K and bringing the position to 63,636 shares worth $2.37M. The position accounts for 1.18% of the portfolio, ranked #25.

Principia Wealth Advisory first reported a position in GOAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q4 2024. 44 funds tracked by Wall St. Rank hold GOAU as of Q2 2026.

Principia Wealth Advisory held 63,636 shares of US Global GO Gold and Precious Metal Miners ETF worth $2.37M as of Q2 2026.
Principia Wealth Advisory bought 3,746 US Global GO Gold and Precious Metal Miners ETF shares in Q2 2026, an estimated $160K.
US Global GO Gold and Precious Metal Miners ETF made up 1.18% of Principia Wealth Advisory's portfolio in Q2 2026, its #25 holding.
Principia Wealth Advisory first reported a position in US Global GO Gold and Precious Metal Miners ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's US Global GO Gold and Precious Metal Miners ETF position peaked at $2.98M in Q4 2024.
44 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.