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
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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Principia Wealth Advisory's GOAU Position: Q4 2025 in Review

Principia Wealth Advisory increased its US Global GO Gold and Precious Metal Miners ETF (GOAU) stake by 1.6% in Q4 2025, buying an estimated $43.4K and bringing the position to 68,792 shares worth $2.93M. The position accounts for 1.83% of the portfolio, ranked #16.

Principia Wealth Advisory first reported a position in GOAU in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.98M in Q4 2024. 43 funds tracked by Wall St. Rank hold GOAU as of Q4 2025.

Principia Wealth Advisory held 68,792 shares of US Global GO Gold and Precious Metal Miners ETF worth $2.93M as of Q4 2025.
Principia Wealth Advisory bought 1,077 US Global GO Gold and Precious Metal Miners ETF shares in Q4 2025, an estimated $43.4K.
US Global GO Gold and Precious Metal Miners ETF made up 1.83% of Principia Wealth Advisory's portfolio in Q4 2025, its #16 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 5 quarters since.
Principia Wealth Advisory's US Global GO Gold and Precious Metal Miners ETF position peaked at $2.98M in Q4 2024.
43 funds tracked by Wall St. Rank held US Global GO Gold and Precious Metal Miners ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.